When approving checks, I will maximize the screen and with each click it goes back to not full screen.

When a customer is set up with paperless billing, generating an invoice from a template should automatically email the customer contact without having to go to another screen. Having to go to the "send invoice" screen makes the process take longer...

High priority workflow notification emails can be set up to be sent immediately. As they currently do not repeat until the transaction is handled, it would be very helpful if those transactions can also be added to the regular hourly workflow noti...

The cash transaction summary report only shows the final balance of the GL accounts for the chosen period of time(usually year end balance). Would like to see the balance for each month of the chosen period.

Currently, relating a transaction show the description of the document in the related item description. It should show the transaction description instead.

When running bank reconciliations on legacy datafaction. Outstanding checks that were voided had a little note in parentheses indicating the check was voided on a specific date. Modern AgilLink lacks this feature causing delays completing recs and...

I would like to upload into Agillink Directly or at least create an excel spreadsheet that can used to upload the client demographics to Agillink. DO GL RPT-CLIMAST Client Demographic Details Report

User is looking for the ability to click on a total like Total Expenses and have a drill down transaction report open for all GL accounts that add up to that total expense. They are hoping for this feature to help figure out what a total is made o...

We need to search for previously paid invoices and deposits often. There are too many steps involved to find a transaction. Combined with the slow system, it is painfully long. If I am already in a client on the main page, I shouldn't have to ente...

When running an income statement using the new cross period date range option, there is no way to know what date range the report is for when viewing the amounts. Having a code for start date or having a code for date range instead of a start and ...