When running a report where the system gives a selection of dates, it would be helpful to show which date is the year close date next to the appropriate date. If a client is on a fiscal year and the request is to run e.g. a ledger for the fiscal y...

When changing the address or phone on firm settings it would be great if you were able to change/update that address for existing bank accounts and clients. Maybe you could pick a client list to have it update the client address and then next time...

Currently, on a saved Global Trial Balance comparative report even if you uncheck the Show Difference Column and save the report, the report will default to this box being checked when you choose this template and rerun the report.

I want to include a total by S account

Until payment has been approved. If something gets rejected you have to change the journals in all the splits. Why would you put the journal on the books unless it is approved??

When uploading journals to a client in AgilLink and coding to a GL for the first time the upload doc does not allow you to change the GL description on the natural client. This means that as you do journal uploads you are inheriting the generic GL...

Would it be possible to have the system force the transfer GL to be the same so that you don't wind up using exchange instead of bank transfer?

Right now, there is no way to make a payment or book a deposit to another cash account, it has to be run through an exchange/clearing account so 2 transactions have to be booked. If I am writing a check/sending an electronic payment from one bank ...

Add the vendor name as well as an alias. That alias will print on the check as the pay to the order, instead of the original vendor name.

In legacy Datafaction the additional description was shows on a separate row when exporting to excel. AgilLink has no option to show the additional description on ledger reports. Please add the option to show additional description and force a lin...