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.

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 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 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

I want to include a total by S account

Have the ability to add a firm setting with a default check number to use on bank account setups. In Legacy, when setting up a new bank account, the system had a default for the last check number and last blank ck no., to ensure that checks were s...

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...