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...

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 ...

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...

Some clients pay the same vendor under multiple accounts. We may want to know how much they pay them total, but being able to differentiate which vendor is which without needing to run multiple searches would save time

Please include the Image ID number along the top of the image

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.

Provide the ability to hide the new Accrued Balance column on the AR Aging report. We provide this report to clients to see what is past due and reach out to the individual customers

Ability to add the option to include the Vendor/Payee Address to the (Invoice Reports) Payment Register Reports specifically.

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

I'd like to transfer money from one account (business) to another account (personal) for my client, the same way it can be done on the CNB website. It should be as simple as: Transfer from account: X Transfer to account: X Transfer amount: X Trans...