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...

I want to include a total by S account

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...

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...

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...

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 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...

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...

It would be god to run a statement as of a date range instead of just an as of date.