Would like to see an account's balance when entering transactions. This allows users to easily verify if totals on gross receipts (example) match from the studio to the ledger

Allow a report that you can request by Client and/or Vendor, that shows the DATE the check was ISSUED. None of the Vendor Reports available provide this, and neither does the Search Images and Transactions function. When a vendor claims there are ...

Users should be able to search by the amount or amount range of a transaction on the activity report from the home screen. This would make it easier for them to find items that have cleared the bank when needed.

It seems like different fields will update right away but some do not. He does realize that there is a pop up that gives instructions to close and re-open invoice when changes are made to vendor but doesn't want to do that.

Current emailed invoices from the system come from noreply@datafaction.com. Can this be customized to come from our own firm so clients could reply or know where it's coming from? I'm afraid that when we send out invoices people will think it's sp...

The ability to make changes to all client addresses through a menu without the need to enter each client individually to make the change. For situations where the C/O address needs to be changed and it would be too time consuming to make that chan...

It's important to have control over the banking information attributes like SWIFT code and presently you have to either lock everybody out of e-pay maintenance altogether for vendors or lose all control of SWIFT codes (which are shared for the ent...

when running schedules in AgilLink it produces a page number at the bottom even if the output is only 1 page. You should be able to have an option to suppress the page number from displaying

We had an international wire go through the entire workflow for with 2 approvers and 1 releaser all approving after the cut-off time. It would be nice if the approval/release process was not possible if there is no way the wire was going out. How ...

This does not happen. The first approver gets taken to the next invoice and the invoice just edited goes back to the workflow. That makes sense if the edit is being done by someone other than the first approver. If the first approver is editing th...