When inputting for accounting clients (after the fact) resetting to today's date is not helpful at all. We will be inputting last years data and it should not reset but instead use the last date entered. Just like it does for Payments and journal ...

This will allow A/R aging report to be reconciled to the A/R account in other reports (i.e. Balance Sheet) They should also include Paid AR invoices when run in the past at a time when the invoices were opened.

When a firm moves to a new location, the address must be changed on most if not all clients. Provide an option where you could change the address on all clients or on multiple clients (perhaps selected from a list.)

When changing internal procedures and we do not want employees to no longer upload to e a specific category but still have access to it for viewing purposes only. Or when a client comes on board from a firm that used AgiLink, we would not use the ...

Run reports in View output without showing summary accounts

The invoice template does not have a professional look. It needs to be redesigned.

Auto-fill settings in browsers are causing users to be locked out, and auto fill incorrect data into fields. For example, Last Check number field in the bank definition may be auto-filled.

A recurring invoice should not be allowed to move past “To Review," if it was set up to require that the amount needs to be changed, as it is always different. This would ensure that a recurring that was set up for $1 is not accidentally approved ...

If you create a EFT today 4/10/19, the transaction date will be 4/10/19. If the transaction requires release on Easi, and does not get released until 4/11/19. the system changes the effective date so that it will be processed by easi, but it does ...

Regarding International Wire rejection - because these are sensitive, can it be programed to separate International wires Rejected Notification under the "Tasks & Reminders" This would stand out from just the invoices, & the users will see...