I ran into an issue with the recap page in the cashflow report. The title of the first page reads “combined total for all bank accounts” whether I run the report for one account or several accounts. If I run a cashflow report and include the recap...

This is a common request from firms asking for a column for an income statement. If this was a default column we would not need to assist in creating custom columns for users for this feature.

When entering invoices, the amount entered for the invoice under "amount" is aligned to the Right - I think it would be very helpful if the number is aligned to the left.

Submitted on behalf of Judy Sosa from Holthouse - The paychex payroll import was working fine up until they added the 401k to the payroll. On the auto bank rec, the bank side is good and it shows 3 amounts (net check, taxes and 401k) all broken do...

Provide a list of system defined swift codes for AgilLink users to select similar to what business suite allows

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...

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...

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...

Ability to upload/import record payment/disbursements

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.