Reported by Marco Hernandez from PTD. Exports fine to Excel and displays fine in view mode. Product team advised to log enhancement request for it.

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...

This can be done in Legacy however because AgilLink tries to create an accrual journal even though it's a cash client causes issues because the books are closed.

Currently we have to go one transaction at a time and click the MATCH button each time. It would be nice to be able to find and click off multiple transactions and just click MATCH once. It would save valuable time (in consideration of the process...

We would like to create a recurring AP upload feature to streamline on boarding for new clients.

Firm setting to enforce credit card accounting mode to create an invoice so it goes through workflow.

The managers and partners at our firm would like to be able to review the payrolls that are being run but we also want to save time by using the payroll import. There should be a way to setup a workflow for the PR Checks that are imported so that ...

Access for a profile/user to enter invoices for all of the companies clients to specific vendors. This is useful when we have transportation courier invoices that are distributed among what each clients has had mailed in and out the office.

Currently when an item is locked I cannot view anything, I should be able to view a read only instance of the transaction so I can collaborate when other colleagues

Would allow you to change the bank associated with a deposit or payment to an incorrect account without having to delete and reprocess the transaction