We think that the ledger balance should be affected as soon as a invoice has been written/submitted, not after it has gone through the full approval process. It will give the approvers a better idea of where the client stands with their cash balan...

Currently if you want to run a report through today, you need to select "select date", then "enter a future date", then click on the calendar, then select today. It would be helpful to have the option to only have one click instead of four

When you are recoding an invovice with an adjusting journal entry, you can run into a situation with multiple lines where you can't see the Accounting Date field that is required. If you cannot see it and do not know it exists, when you hit submit...

We would like the option to schedule workflow notifications (i.e. invoices to approve) for certain days of the week. This would allow us to have our clients be notified of invoices to approve on days specified by them (i.e. Tuesday & Thursday)...

When recording manual checks we need to know the invoice number the check is applied to to prevent double payments. This would be crucial to the manual check process. The invoice number needs to be captured via a separate box in the payment screen...

It would be great to have a seperate notification check box you can add to a client under online banking notifications that would notify specifically is there is a EASI rejection on a client. I believe currently there is a notification that goes i...

Provide a success report upon generating an eFile that provides a count of all the clients and vendors contained within the generated eFile, similar to what we receive after uploading clients. This success report will allow us to quickly validate ...

we have several Clients that log in a Approve Invoices and what the notification for Approval only - they don't need to know about Review or Release.

The transaction number for credit cards won’t be there because they aren’t treated as transactions in AgilLink until they’re processed as an invoice or journal (depending on your setup). We don’t have a concept of linking to a credit card transact...

Add GL coding to the list of invoices to approve in the 'to approve inbox' and for quick approvals. This request is from John at site 10039.