Can you set up something so no one can enter a bill in a closed period. They would get an error when they submit? it reduces the amount of time i spend when i get the error in to print, and then they opening the period to delete the incorrect entry.

when importing payroll for employee's - we would like the check number provided by paychex system to be picked up and identified on our reports, currently the system generates "auto debit" for the check number - copy of file to be imported attached

or perhaps - have the option to have a different number sequence when printing manual or blank checks

It's useful to have certain administrative controls linked to the "to complete" functions. At a minimum, useful to control the alerts for this phase of document life cycle separately from the "to enter" or "to review" etc

On the BS & PL Fin Stmt Styles (Header section), the ReportDateLong token does not display the month in ALL CAPS (we tried editing the token to ALL CAPS, but the month still printed in mixed case).

Financial statements like the Ledger Report and Trial Balance only allow you to select month end vs. allowing the user to select any date

Since it is possible for transactions to be entered without images, based on settings, it would also be useful to have search criteria (check box) for limiting results to only those items without images associated. In particular, journals but also...

We used this for certain administrative control procedures in legacy. it will be more difficult to institute some of the controls in AgilLink without this

We use "to complete" for special purposes. Mostly it will be single document uploads, not batches. In fact we used "scan to" user groups in legacy which was very useful.

Currently, you can only sort by clients, days due and payment method. Being able to sort by group is very helpful, especially if a user has access to all clients, and wants to print checks for a particular group.