Customizing the Tasks & Reminder will streamline a partners focus to approve bills. Currently, there is a lot of clutter that makes a partner ask more questions on what is pending, why is there so many to be release, etc. instead of simply foc...

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...

We would like to give permissions to external users to be able to search past payments and deposits and be able to run Financial Reports without being an internal user.

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 ...

Could we put in a suggestion to Agillink to update their Excel Cash Flows, so that the beginning and ending cash are formatted as numbers?

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

Users having the ability to edit Gl accounts, access to a client, but NOT access to the client's template, should not be able to edit or define accounts.

I have to view all clients to see which invoice I entered. Takes to long I only want to see what I enter. I enter invoices for other bookkeepers to help out when is needed. I only want to see invoices that I enter when releasing , in pending, or t...

It would be helpful if the system wouldn't log you out so fast, often and while recording a journal entry. Or some save feature for the work you have already done so you wont have to lose it.

There shoudl be a button to upload credit card files directly in the "To Enter" credit cards box so you don't have to go to the Transactions > Manage Statements to uplaod the qfx/ofx file.