When creating a recurring invoice, the GL accounts are added in a specific order (line 1, 2, 3, 4 etc). This order should be Static but after the recurring invoice is generated, the order of the GL Accounts are mixed up (3, 2, 4, 1). It should be ...

it is helpful to see the most recent data first rather than seeing old data then having to click the data to fix the descending view. Ie. reviewing AP, you want to see most recent paid items vs old ones first. In deposits, you want to see the most...

It would be helpful for users to create adjusting journal entries without posting to ledgers until they are approved. In Legacy, we have this function and those users have the ability to run working trial balance reports showing the effects of the...

Recurring can fail to generate for a number of reasons, but when they do not it is very risky, as a payment will not get processed. Need visability of this in the same way that AL handles banking transactions(alert button)

Need the ability to restrict seeing Bank Account and Ledger Balances This should exist on the User Role page so that BOTH view only and internal users can make this selection. Many family offices want Users to enter invoices but do not want them t...

Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.

Currently, Report Automation does not launch a separate window while running. If it's a large client set, AgilLink will timeout and the reprorts will generate. Allow reports to gerenate in separate window and inform user when completed (we do some...

We're getting Agilink files for new clients and it's starting to clutter up our own set ups. We should be able to change the calendar IDs so that I can move calendars we don't want to use to the bottom of the list so that I don't accidentally pick...

The current deposit report does not have a column to include the AR invoice number for payments made against invoices

Add the ability to see related documents in the app during approval