If a firm has a "Pay after Release" firm setting, when a transaction is being released, but it is locked, a pop up will come up to state that it has been excluded, as it was locked. The invoice will then go into the "To Pay" folder to be "paid" ag...

Client would like to be able to receive credit card information on a daily basis allowing them to reconcile the credit card more often. Currently we only get the credit card transactions at the end of a statement cycle.

Currently, any data entered in the Additional Description field in the chart of accounts entry screen is not used anywhere in AgilLink. That information can only be seen when someone goes into the chart of accounts entry screen for a specific GL c...

If a new account is setup in a clients chart and no journals are coded to the account, the user should be able to delete the account. If manage financial periods has been run the system blocks the deleting of the gl account saying underlying data ...

When setting up signature rules on the bank accounts, it would be very helpful if it is made clear on the choices that signatures cannot and will not print. For example, no signature should be able to be associated with the account, if the user se...

Example: Clients that have several Amex cards. Need to be able to see right away which Amex under "search" I should click on, rather than clicking one by one to get that specific card detail

If an invoice date is entered for a date that is after the check date (say bill was paid on 4/1 on autopay, but the invoice was entered on 4/10 & that's the invoice date they use which is after the 4/1 post date), then an error should pop up w...

MNT bank does not accept deposits with a leading 0 added to the deposit. This issue could be avoided by not automatically adding a leading zero to deposit routing numbers. There would need to be a system in place so that users know to either add t...

When recording payments, Use Next Payment Number should be defaulted to YES. Majority of the time, there's no need for a specific payment number. It can be whatever is assigned by the system. This will save us time.

We recently converted a C corp to an S corp to include a calendar change from Feb to Dec beginning 03/01/2022. The problem is that if we switch the year end it will change all periods giving us inaccurate financial statements for prior years. Idea...