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.

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...

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

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

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.

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...

It will be nice to have a column on the cashflow report that shows GL code and name. Perhaps you can add it as a report settings option.

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...

Currently, if there is more than one error on an uploaded JE, only one error will show up at a time, making it time-consuming to correct with multiple attempts to process the upload. It would be great if there are errors, that they all show up on ...

The current Payroll import functions do not accommodate the attachment of the an image like the Journal Upload feature does