When you do a search for invoices, you will receive results with Open invoices, closed invoices, paid invoices and cancelled invoices and not know which is which. While there is a status for the payments created by the invoice there is no actual s...

The order of presentation appears to be very random and it would be very useful to control sort order of the accounts, at least by the ID and perhaps optionally by the bank account description

When uploading an image, there are options to add a description and/or a high priority note to the image, but not the option to add a regular note. Neither descriptions nor high priority notes are visible when entering invoices. It would be helpfu...

Please add a feature to edit the Transfer Funds Template name. Client closed an account, and new account opened. Template allows for a change is the From & To accounts, but not the name. If the name read: XFR FROM CHKG (3) to MAIN (1) ACCT, (w...

User wants the Alternate check name to be sent on electronic payment methods like an ACH. This only works for checks and not ACH transactions.

Add ability to delete an unpaid invoice in a closed period to minimize reopening and closing periods.

It would be great that after we manually reconcile outside bank and CNS that we are able to run a manual batch report to print the manual bank rec rather than running and saving it one at a time.

It would be helpful for AgilLink to change "book balance" to "ledger balance" to avoid confustion whenever a client needs to run a standard bank reconcilation.