When enabled at the user level, AgilLink Online Banking Notifications can currently send out banking alerts to users for anything that is "Action Required," which include EASI transactions that fail, are pending or rejected. With regards to the ne...

Is it possible to create a budget that can be in a different order than the numerical chart of accounts?

The system logs you out too fast, I keep having to run the same reports multiple times a day to continue my review. QuickBooks allows you to just refresh the window you were last in when you sign back in and continue using the report that was open...

We keep the books for a lot of clients for both their personal & business - we should have the option to have a budget that includes both of these in one report/ budget. We are currently doing this in excel and it would save time to be able to...

Front page ledger balance should reflect the book balance which includes all processed transactions unapproved/approved/not yet released/post dated. This will save time. It eliminates the constant need to run a liquidity report and therefore will ...

Several banks have different routing numbers when receiving ach's vs. wires. It would be great if in the Payment Method section of the vendor def there was a field for ach routing numbers and a separate field for wire routing numbers. And then bas...

Currently running the Transaction Counts by user for a prior year only includes currently active users and not users that may have been deactivated since then. This limits the effectiveness of this report from a managerial perspective.

Would like to run a comparative balance sheet using a "Beginning of Fiscal Year End" column. Currently you can create a custom report using Balance Sheet amount at prior year end - but then current year earnings are displayed so the comparative pa...

When you click the "New" button to create a document relationship from a transaction, i.e. the details tab of an invoice, a search window opens up showing basic search. The advanced search option should be added to this page to allow multiple cate...

currently when documents are scanned and pulled, you have to delete each document individually, and this is time consuming.