This can be done in Legacy however because AgilLink tries to create an accrual journal even though it's a cash client causes issues because the books are closed.

See highlighted attached. You should add the "Ledger Activity" total for the period of the ledger you are running. Otherwise, to get the total, you have to add up month by month manually. This was a great feature in DFX, especially when calculatin...

Allow the user to select a start and end date to run a financial statement.

When reviewing an invoice to approve, on the detail tab, there is no indication that a prior payment has been voided. The only place that info exists is on the activity tab, but I would not know to look there if didn’t know a void had occurred. In...

Would like the ability to include an attachment to be sent out with emailed / printed AR invoices such as a w9 or remittance information

Ability to Perform Search and click on invoice image from search in separate tab to view coding and review others work. Normal workflow means sometimes partners will look through all payments through a search to see if everything lines up or match...

We noticed that when using pay notifications in Agilink, the notifications are not included the Vendor Account number (referenced below) which is very helpful for vendors to correctly apply payments. Can we please have this information added to pa...

Users are setting up vendors to automatically record a deposit on another client code. When they use payment method ACH to pay these vendors, and incoming ACH image is received in the To Enter inbox for deposits. The users would like these images ...

Some vendor names are not clear as to whether they are an LLC or Corp until we get their W-9. We should have an additional field in the 1099 payments tab where we can add notes on what boxes were checked on the W-9 to help us double check that the...

In the formatting of the P&L and Balance Sheet, the default is however the category and sub-category was structured when uploading the chart of accounts. If there could be a check box to cap-lock everything on the report or toggle case everyth...