Why are monthly totals checked off as the default setting when running ledger reports.? We would prefer this option be on the Firm Settings. Thanks,

Please add an option to deselect zero balance statements all at once in the Send Statements section

Summary: OFS wants to use the Ebill Image and to be the replacement on a recurring invoice. Easy way to access open invoices (such as when selecting a vendor) Using Ebills and we do not want the ebills to get uploaded, invoice recorded, and end up...

I would like to be able to see a snapshot of all of my client's balances each day.

When levels are not allowed, they should no longer show up on the transaction entry screens.

Include Summary account titles in Detail reports without giving a total. Include the summary account name and all the details below it, so that you can see what it rolls up to.

this is a useful cause currently if Easi has a rejected / cancelled alert, the transaction in Agillink will still reflect as paid which is accurate. It would be helpful if Agillink can update the invoice so it is identified as rejected or cancelled.

On the print checks & pay invoices screen the default should be to print all checks for the same vendor from the same client on one check with the option to over-ride that and print multiple checks if need be. This should not be a rule coming ...

Some checks have letters after the check number. These should still have the payment method option for "check" as well as "automatic debit".

We should have an option to remove the totals on each account on Detailed view. It is confusing for clients to see and it repeats the amounts if there's only one account listed on the roll-up account.