When you go to Manage level ID's section the inactive levels appear.

I would like to filter by user in the "To Enter" inbox, which would show me the documents that were uploaded by a particular user. Sometimes I have multiple people scanning & uploading documents for me, and I need to know who uploaded what. ...

Utilize the lockbox entitlement via EASI to bring in lockbox activity and images. Agillink to get more detailed information lockbox transactions.

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.

Add to a more noticeable place of their existence, or at least add a note that they are there, as currently they are at the very bottom of the approval screen

would like an AR Report with functionality to gather monthly retainer information on one sheet, including name, billing information and amount.

If a workflow delegation is currently done, the administrator has to do a separate process to ensure the signature will print and then they have to revisit that same "alternate user" to remove that person when the delegation has been completed. Th...

When the user selects "All Clients" from the process drop down it should behave like Client List or Enter Client. This would give the user more flexibility to remove clients they do not wish to run the auto bank rec for without having to create a ...

Firm would like to know if we can please get the date box in the recurring screen to be adjustable? Sometimes they need to adjust this to a certain date to skip a payment or have it start on a specific day.