Can we Add an Associate Immediately to Documents Upload to the multiple documents upload page?

On the Record Deposits page, make it so that pressing the space bar displays a list of open invoices, like when you click a dropdown list. The space bar does this consistently elsewhere in AgilLink. Why not here?

Certain users should be allowed to view the bank definition page, but not have the ability to create bank accounts, or make any changes to the definition. Users can currently view the entitlements page without being able to check off entitlements,...

Custom columns would be below and attached: Date of charge, Vendor (the vendor/service that charged the credit card), amount of the charge, entity/client who paid the charge (if the charge was split), GL account, a column for each level (Level ID-...

The general ledger should be updated to match the balance sheet/income statement drop down and selection with levels

Credit cards usually have 16 digits, however, ACH’s only pull 15 characters from the Vendor Account number.

Our client would like to be able to view CNB lines of credit and loan information on AgilLink: Loan summary (product, loan amt, current balance, rate, issued date, maturity date, etc.) Transaction history (loan draw downs, payments, etc.) Statements

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...

You should set up Financial Reports Templates instead of letting us create them. It is very hard to create them and to define them. You know how to do this, because you did set up reports in Datafaction.

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.