Would be useful to code directly from the balance ledger instead of only through the Bank - Auto recon

Regardless of the folder that you are in (Pending Invoices, Invoices to Enter, etc.) you should be taken back to the main screen instead of being prompted to change client by default. Many times I go into these folders to complete a specific task ...

The reports give very generic data. It would be great if we can choose what type of data we want when we run reports. For example, for "Deposits Report," I want to see which user scanned the document and what time they entered the document. We sho...

To review the journalized coding of the credit card since there is no option to run a journal report for credit cards only and everything comes into the report if you search by journal entries. Legacy report DO CC RPT-IMPT.

Add an option to drill down on the open balance for a customer. Should be able to click on open balance under the customer definition page to see the details of what makes up the balance without having to run an aging

When doing GL review, different people have to see the same record multiple times. The lock prevents a back and forth discussion and review of GL items.

At the moment, if you check off grand totals it will total all columns with no distinguishing between the columns. There should either be a way to decide which columns will be added as part of the total or total each column based on level separate...

It currently works this way in Datafaction and should be duplicated in AgilLink. We use it.

I have had multiple firms ask me for the ability to run an Income statement for a 12month period that is not their standard fiscal year end. As far as I can tell there is no default column definition that would accomplish that but on UAT we have a...

If a user checks the Yes button for Use next Payment number, the button should remain checked for the session that the use is in. Currently after submitting a payment, the user has to select use next payment number each time.