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.

When you are copying a budget that uses Levels, currently the “Copy to” is greyed out, so that the Level cannot be modified. Many people like to copy over one budget to a new one for a tour, project, etc., which would be tied to a new/different le...

sort columns when entering credit card transactions under the review statement screen.

When running the Payment Register from the Invoice Reports tab, there does not appear to be an option to include an Invoice # and Invoice Date. This is necessary to cross-reference invoices processed in a current period (i.e. Jan 2021) that may in...

At the moment, when you export a bank account from legacy, it exports the excel file with a Space in the Alternate Name On Check field. When those values are copied over to the AgilLink Bank Account upload template, the space is transferred over a...

I am trying to search for all AR invoices billed to client "25". When I do the search - it brings up EVERY client with a "25" in their client number. It's ludicrous to not have that functionality. Literally insane.

When a Hold is ready to be removed on an invoice we should have the option of deleting the Hold comments, since they're no longer necessary. This was available in Legacy

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...

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.

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...