If one enters an EFT incorrectly, say with the wrong date (Not using send to bank option, just entering in the ledger), the user has to go to the bank-rec program to make the transactions outstanding before one can delete the EFT. If one drills do...

The comments entered on AP invoices used to appear on the AP approval inbox screen in Imaging. Can this be added to AgilLink please? We use a print of this as a check register and the comments communicate payment routing instructions for our admin...

The SSRS report viewer has a refresh button. In most cases, the refresh does not update the report. Woody Creek is asking to remove it as it causes confusion

User re-activated a bank account but it did not make the GL Cash Account Active, it should be an option or automatically done.

It would be helpful if the pop-up with the document ID was a link you could copy and paste into and email. The process sometimes is done by the AM sometimes the Bookkeeper. A concern is that if a Bookkeeper does it then the AM doesn't get notified...

Give Users the ability to generate recurring invoices more than 99 days from the due date

Add a column on all To Enter screens to display the user that uploaded that image. When images sit in To Enter for weeks, it's difficult from management perspective to determine who uploaded the image and left it in To Enter. Would be great to kno...

Auto Bank Rec Transactions do not show up as an FYI (To View) – Bookkeeper could screw up and Account Manager would not know until review of the ledger. See image attached was a payroll services coded to office supplies. But no To View (FYI)

Currently auto bank rec doesn't account for unbooked adjustments in the calculations. When you run the report, it accuratley reflects the unbooked adjustments

Currently approvers in a workflow are sent an email when a Delegation is put in place but no email is sent to an approver if they are added or removed from the workflow. It would be beneficial to the approver to know when they are being added or r...