Add a folder to associate backup documents

voided check should have option to reuse or delete instead of going right back into approval mode

It is difficult as a partner to go through the agilink balance menu and look at every account. If you want to run balances and check desks, there is no option for this just hundreds of accounts. I cannot even sort them by grouping. i have to look ...

Run NSF reports across groupings so you can quickly see what transfers need to be made across desks and/or company instead of scrolling through all accounts; it is easy to miss something. Currently there are no NSF report options.

looking for sales by customer, sales by month, total sales and then by customer within that.

the setup for recurring invoices is really in two parts: the enter invoices screen where you set up the description template and the GL code, and the template screen where you set up the frequency, generation date, and such things as whether the a...

Invoice history / audit report of all invoices issued, paid within a specific period

Allow for the user to age invoices based on invoice date or accounting date. Some customers are billed in advanced

User has inactive clients that are in a group, and only inactive clients are in said group. The user would like to delete this group but is unable to do so because the clients must be associated to one group.