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...

Firms with multiple locations require the ability to define multiple addresses. Then, during bank account setup they could choose the desired address so that checks printed will have the correct return address. (See also this same Idea for client ...

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...

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.

For consistency with the new Level page, please enable the changing of the ID for the Product ID. Additionally, please add the pen and paper icon to the Sales Revenue GL field, so that GL codes can be set up on the fly.

On the Status Page for e-payments such as ACH/WIRES, add a column to show Vendor Name/Vendor ID

In Legacy, once a workflow substitution rule expired, Datafaction would send out a workflow substitution report to the Approver that shows the client(s)/invoices that were approved on their behalf. Add this report to AgilLink as Partners will want...

In legacy, a report in imaging called the "scanned cash receipts report" existed which allowed firms to see unassociated/associated deposit images. This allowed firms to audit whether deposits images that were uploaded were actually entered into D...

In Legacy, repetitives generated with invoice numbers that matched the invoice date. Give firms the ability to match this functionality from legacy.