You should be able to cycle through all of your approvals across all clients on which you are the assigned approver instead of having to go out the main approval page after approvals are done for a specific client.

Firm setting to enforce credit card accounting mode to create an invoice so it goes through workflow.

The option should be in two places: Firm Settings Page (to set a global default for all clients/bank accounts) Bank Definition (that overrides the firm-wide setting) This is currently an option in Legacy: Bank Definition - Field 32

Can the View Deposits window be customized to include the GL account Description and Deposit Description? I do understand I can run a report, but it would seem more efficient if I can see as the deposits are recorded. Column size for: deposit numb...

Right now when you are reviewing deposits, it randomly skips to another client - even if you have filtered to view one particular client. There may be 10 deposits to review on one client and then after the 2nd or 3rd you suddenly get the message t...

The ability to run many vendor reports across clients all at once can significantly speed up 1099 verification and reconciliation process Vendor listing - audit 1099 details

Currently the deposit screen is locked down and cannot be edited.

Payments made for one, many or all clients showing client code, client name, date, payee, amount, check/pmt#, payment method, bank acct#, bank name, user making payment (with filter for payment method)

In Legacy you were able to update the date on an old substitution without having to pick all the options over again. Greg from AGS would like the ability to do that in AgilLink after a delegation gets created for the first time. Having the ability...