When running commission and deposits reports, both reports print the deposits in a different order than the other report. We're only able to sort deposits by dates, amounts, and payors, not batch numbers. Commission reports are sorted by batch num...

Transfers differ from something like Invoices, Payments and Deposits in that there is no VOID or CANCELLED state; either the transfer exists AND was successful, or it does not exist. This kind of makes sense, as a transfer itself doesn't exist, an...

Currently the only way to add payment info in the AR invoices is to add it in the "Notes" section. We would like to be able to reserve the "Notes" section for notes that we need to add to the invoice, not the payment information. Remittance info i...

AgilLink does not allow you to update an ARD deposit to link it to an AR invoice. I have to delete the ARD deposit and create a whole new one each time I want to reconcile an AR invoice

Duplicating an image and creating a recurring def from Invoice history by client makes you go through TO ENTER. You previously were able to do this directly from the same screen

Currently when an item is locked I cannot view anything, I should be able to view a read only instance of the transaction so I can collaborate when other colleagues

When splitting credit card charges, there are instances where the entire statement is split to another entity leaving a $0 balance on the original client. Legacy used to prompt us if we wanted to keep the original image/ invoice and allow us to de...

AgilLink automatically fills in the Dr. / Cr. totals when coding out an item. It also adjusts totals when you're making edits making it difficult to keep track of the original vs. new totals. The end user should make the decision on what the new a...

AgilLink should allow for ACH Pos Pay exceptions to managed directly through AgilLink without having to manage exceptions in two systems. The majority of our payments are now ACH vs. manual checks

There is an option to create recurring invoices but not for the credit cards category.