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...

I need to be able to see how old invoices are in relation to the due date of the invoice. The only option I have is to show the aging of each invoice in relation to the Invoice Date

Prevent journal entries from making adjustments to reconciled cash accounts. Or at least create a warning that the journal entry is impacting a reconciled bank account.

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 ...

In Datafaction, we were able to directly paste multiple lines of data from Excel into the coding section of journals/invoices. This essential feature is missing in AgilLink and would provide a valuable alternative on days when Journal Upload does ...

Add a cropping tool to image uploads.

moving notes section & adding additional notes section to bottom of invoice. You have tons of blank space at the bottom and a bunch of info up at the top crammed together which can make things blend together and not easily identifiable.

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