If a recurring invoice has an expiration date, add a notify me option when the recurring is getting close to expiration to ensure that user has confirm if recurring needs to be extended or allowed to expire.

In AgilLink, when checks print without a signature when a signature is available, users often have questions as to why. Currently, there is effectively only one reason: "Rejected by user", which indicates that the "Print Laser Signature" option is...

Currently, there is no "next" button, in order to reconcile and/or move on to the next account. Instead, the user needs to go back to the main bank reconciliations screen to choose another account to reconcile.

If I run a ledger for a specific period, say a quarter, I shouldn't have to add the totals of each month to get the total for the quarter. It should calculate the period you are running.

Ability to print backup with a check would help with things like medical bills or something that requires a remit slip

. A “Zero Dollar Invoice”1 would be an excellent way for us to recode invoices that were incorrectly coded in a closed period. Also, as someone who likes to export data to csv files, this would help me create better pivot tables. If I have overloo...

Excel is the most used tool by Accountants: Specially for Audits, to search items not easily identified or matched, Excel capabilities like: Pivot Tables Text to Column Search Math operations Conditional formating The list could go on for pages I...

When a Cashflow report is run to print detail descriptions a blank page is generated when displaying credit card transactions. Having a page break control option would solve this issue.

(1) consolidate all transactions into one vendor (2) save time without having to search /view 2 or 3 of the same vendor fror look up on payments history