USD to USD international wires should roll over to the release date when the transaction is released after the initial invoice date. This was the behavior from legacy.

In the most recent update the ledger report has drastically changed its format when saving at as a .csv file type. This change has affected a lot of the workbooks we use internally to not load the data properly. Please revert it back to the way it...

Have a report that an Admin can run, which would include abilities to include the following to filter (across clients/groups/users): Client name/code, transaction type, amount, bank, bank account, number of transactions, time periods, user who ent...

There are 4 tabs in the Bank def screen. Main, Payments, Services and Signature Rules. I need to be able to grant users access to the Main tab at the view level only. They should be able to open a bank def Main page but not be able to edit that pa...

The ability to set up a global report automation template without having to set a client list. This would allow for multiple users across the firm to use the firm-accepted template and input in their client lists as needed (when the reports need t...

Would like to be able to upload the values for a levels once they are created on a client. For a touring client this can be a very tedious process.

When approving bills the GL coding is not visible without scrolling. Users at GRF would like this information visible as it is the primary information they use for approval

Since day one our firm has pretty much chosen to print the trial balance in excel. By doing this we are able to eliminate the three empty columns between description and amount. We are then able to print in portrait. It allows us to have a report ...

It is faster and more efficient with a select all box that span across all clients in addition to the select all box within each client.

There is no option for credit memos for AR in AgilLink, this feature is available in Legacy where you can offset an invoice with a credit memo and remove it from your aging