Would be nice if we can print and sort by credit G/L, and also have the credit G/L codes print on the Percentage Fee Report.

When you run the liquidity report and select the option to include all clients on the same page, the font size of the client name is too big and it's blue. Run it both ways and compare them side by side.

Cal Financial would like to have a duplicate and relate button that allows you to duplicate a document and create a relationship to that same document to save steps. They stated this worked in Legacy

Not all transactions can/need to be trained

When going directly to Search Images, the Advanced Search option is available. When in an invoice and click on Related Documents and go to Search Images, the Advances Search option is not available. Since it is taking the user to the same page, it...

Goodfriend and Jacobs likes the look of the SRSS format (general ledger or TB) and would like the option of running the BS and IS in that format type.

User needed assistance marking a check as cleared. In reference to a deposit from AgilLink client, this check needed to be marked as cleared 12/21/2021. When they tried to do so they got the error “Invoice already exists with the ID 34 for the sam...

Account for line breaks in the disclaimer

Right now all screens in AgilLink populate the current date when entering a transaction but in Legacy if you changed the date to a different date it would retain that date for the next transaction. It takes them a lot of time to change the date fo...

Keeping the same name of this process between Legacy and AgilLink will avoid confusion