In the vendor upload template, there are no notations of how many characters are permitted in each field. This results in issues during the prepping and upload process, as the error does not state the number of characters permitted.

The images that need to be attached to an invoice are not getting attached and are piling up in the To Enter Invoices section. This is causing double the work in order to correct people's mistakes.

Have the ability to add, edit, or delete branches on the drop down list in bank accounts

Field is locked once you have submit the page

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 great to be able to populate the additional search terms or additional description on large sections of the chart templates via the upload tool, however, if one were to make a mistake or decide it's not as useful as hoped, there is no way to ...

When a client only has one journal to enter, the Id does not show up after it has been submitted. Or when it is the last journal entered, it just takes you back to the inbox.

We would like to to have the option to have transaction dates posted on the transaction date vs the statement date.

Currently the CNS balances on the AgilLink dashboard only display the cash balance in the account. There are additional funds in those accounts that are invested. It would be helpful if the entire balance displayed.

Currently when you click on a document ID of a related image on a transaction, only the image opens in a pop up. As the notes for an image are found on the details window, the details window should open up along with the image.