Singer Burke has an account that is pointing to Agilink from EASI but has not been setup in Agilink by the user but they are getting email notifications from Agilink regarding transactions. This is causing confusion. See case 00793742 for more info.

If we see something incorrectly coded in a report like the ledger, it would be helpful to be able to recode it it directly from there, instead of having to click on the hyperlink and going to a large journal and searching for that specific line ag...

Uploading charts is an error-heavy, multiple attempts process. As such, the upload status window gets filled with hundreds (if not thousands) of superfluous errors which add no value. A checkbox to suppress just the "account already exists" errors...

The ability to segregate specific administrator roles, to put system controls in place. Example - Creating an administrator roll who can only create new users, but not have access to clients or workflow, or gain access to give themselves other adm...

When we ACH/Wire out $, we received notification. I would like the description area to be large enough to see all the description.

site 10103 is asking if the document tab in excel can be disabled or deleted when exporting some reports to excel? Not all reports have it, balance sheet doesn't but cash tran summary does.

See a list of all of our client accounts, their account numbers, and their current balances.

In order to make a partial payment on an old invoice it is presently required to reopen back to the invoice period in order to make the payment. And then one needs to reclose. We do have instances in with small payments are made on old invoices, s...

User was locked out over the weekend and had to wait two hours to unlock as they did not want to change their password.