If the user has access to all clients and then delegates for a user they see some clients listed twice in the quick approve page. We would like this changed so it only appears once if the user has to approve it at a later step then it should re-ap...

The Income Statement and Balance sheet show the date the report is run in the heading instead of the date of the financial period being covered.

Is this on our roadmap to have clients pull these reports themselves? I pull these reports in sql for the acct managers who share them with the firms. It's a break down of payments, payment method and number of invoices per client. The report was ...

When recording net payroll direct deposit into two different bank accounts, the system will not allow you to record the amounts deposited in both bank accounts as shown on the attachment. You have to record the amount deposited in one of the acco...

The report selections should also not reset each time you run a report.

it allows for a quick review of all vendors with the expected 1099 dollar figures. I used it in DFX and found it very helpful to quickly prepare a schedule of all expected 1099s

when printing the 1099 report as a PDF it comes out as Portrait and cuts off the last two columns in a different page. Printing as landscape should be the default.

right now you have to search images that have no relationship and go into each separately and delete via tools. it would be super helpful and a time saver to be able to select as many as you want and delete all at once

Add the description of the AR invoice to the AR Aging Report. Currently you need to drill down into the AR invoice to see the description.

The comments entered on AP invoices used to appear on the AP approval inbox screen in Imaging. Can this be added to AgilLink please? We use a print of this as a check register and the comments communicate payment routing instructions for our admin...