Allow users to update username without inactivating

Currently, when a payment or cash receipt is booked to intercompany, the vendor or payor does not appear on the ITC's GL, only the information entered to the description is transferred to other books. Having the detail of the vendor being paid or ...

We would like for Scan Only users to have the ability to Search and View items in AgilLink.

When conducting transactions in AgilLink the time stamps are all in PT even if a user has changed their profile to ET.

Setting up Accounts Receivable is extremely cumbersome to generate a simple invoice. We are not dealing with sale of products so units of measure, etc. are adding lots of extra steps for setup on every client. There need to be global defaults for ...

It's not helpful to search for an investment statement by its scan date. We need to be able to quickly search for a specific statement by entering the statement date and/or date range.

I receive High Priority emails on every client because I have access to every client. I should not be receiving these on every client. I should only be receiving them on clients where I am on the Workflow. This is a “Workflow” notification. This i...

Users would like to have the Vendor Email listed on the 1099 Transaction Report underneath the Address.

You cannot code AR revenue lines to be 1099'd

In the pending invoice section, we should have an option to view a client's activity by banks. Several clients have accounts with different banks from which we pay vendors. This addition will greatly simplify the process of viewing and reviewing t...