Please reinstate the feature that shows who approved prior invoices. It's currently not showing and is helpful when you see the history of approvals.

It may have seemed like an intuitive place to put this button, having it between the bank and the ledger transactions, but practically, when using the bank rec module, it simply is not intuitive. My assistant and I both keep wanting to go to the b...

On some fields in Agilink, you can search by any word in the client name, but in other fields, it has to be the first few letters? For instance, I am doing the JEs to book opening cash balances. The screen to upload would not locate The Whitney Ho...

Currently, the only options are "All Clients," "Enter Clients" or "Client List." Having the ability to run a group or groups, would make the need to create a client list unnecessary in many cases.

See highlighted attached. You should add the "Ledger Activity" total for the period of the ledger you are running. Otherwise, to get the total, you have to add up month by month manually. This was a great feature in DFX, especially when calculatin...

We need a secondary signature for checks above 10k and will not allow there to be optional users and mandatory user

User advised that there is no deposit history report she can run for a client by payor like there is with the invoice history by vendor. This would be very helpful when trying to locate deposits by payors and track commissions that are related to ...

There is an option to create recurring invoices but not for the credit cards category.

You should be able to cycle through all of your approvals across all clients on which you are the assigned approver instead of having to go out the main approval page after approvals are done for a specific client.

Right now when you are reviewing deposits, it randomly skips to another client - even if you have filtered to view one particular client. There may be 10 deposits to review on one client and then after the 2nd or 3rd you suddenly get the message t...