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 ...

The ability to run many vendor reports across clients all at once can significantly speed up 1099 verification and reconciliation process Vendor listing - audit 1099 details

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.

In Legacy you were able to update the date on an old substitution without having to pick all the options over again. We would like the ability to do that in AgilLink after a delegation gets created for the first time. Having the ability to copy or...

A 3rd status for bank definitions which would be helpful for transferred clients. These are clients that were transferred to the firm which have all of the old transactions and bank definition information with the previous firms chart of account b...

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

As of now the ebills notification goes to everyone that has access to the client rather than the user that setup the vendor. The e-mail contains sensitive information.

When reviewing an invoice to approve, on the detail tab, there is no indication that a prior payment has been voided. The only place that info exists is on the activity tab, but I would not know to look there if didn’t know a void had occurred. In...