When an invoice number is entered (on the Record Deposits page), it would be nice if a secondary window opened showing the invoice's detail so that we can transcribe the desired info into the deposit description.

Are there any plans to make the aging report more detailed/customizable so we can add and remove columns? Currently my clients hate having to open each invoice in order to see what is outstanding. This is time consuming and cumbersome as they invo...

DF had this filter/selection when running GLs and it was super helpful for big touring clients so we can easily see non touring activity vs general overhead.

The ability to request additional user licenses through a global admin screen. A signature would be on file; a notification would be sent to finance, and then the license would automatically be added to the site code. This way, there is no waiting...

When an invoice was written and paid in a prior closed period AgilLink will not allow you to void the check in an open period.

Have an upload available to create clients groups in AgilLink. This will save a lot of time during the fresh setup implementations.

We should use the terms "Level Rollup" and "Level Detail" to help distinguish what is being referred to by end user. Levels 1, 2, and 3 in Admin >Clients >Detail tab should be Level Rollup. What is within said Level Rollup should be called L...

We use the "to complete" as a mini workflow for special purposes and the fact that we cannot see the values in the specific columns, despite the definition on the category being set to "YES" as Column, makes it very difficult. Especially since we ...

The only way to successfully print a copy for our workpapers is to complete the following: You can print a blank 1096 form on standard white paper and then put that printed form back into the printer to print the 1096 information on. It may not be...

When running Scheduled Income Report Automation levels are run as consolidated instead of detail.