DF had this filter/selection when running GLs and it was super helpful for big touring clients so we can easily see non touring activity vs general overhead.

Not much explanation needed, this is the most basic doc type for a vehicle and is most commonly referenced for business managers, and should be added

On the Pay Invoice page, I would like to have the bank/book balances either flagged or highlighted in red if there is a negative balance.

It would be nice if this option would stick. When reviewing pending items, and you make a change to an invoice, rather than going back to the same client, you need to "filter by client" again.

I would love to have a "Quantity" option when uploading a File. For example, it would be helpful for commissions to be able to upload 4 copies of a commission schedule in one "drag and drop." versus having to Duplicate the Invoice under "to pay" o...

Auto Bank Rec Transactions do not show up as an FYI (To View) – Bookkeeper could screw up and Account Manager would not know until review of the ledger. See image attached was a payroll services coded to office supplies. But no To View (FYI)

Can you set up something so no one can enter a bill in a closed period. They would get an error when they submit? it reduces the amount of time i spend when i get the error in to print, and then they opening the period to delete the incorrect entry.

We used this for certain administrative control procedures in legacy. it will be more difficult to institute some of the controls in AgilLink without this

We use "to complete" for special purposes. Mostly it will be single document uploads, not batches. In fact we used "scan to" user groups in legacy which was very useful.

Firm would like to know if we can please get the date box in the recurring screen to be adjustable? Sometimes they need to adjust this to a certain date to skip a payment or have it start on a specific day.