The edit document window when pulling up a document from the search is way too large - leaving the actual document window super small. The editing side should be the smaller piece allowing for full 100% view of the actual document.

Legacy Gap - Memorize last used transaction description for an existing payor. Example: a bookkeeper can easily know that based on the last description (i.e. "payment 5 of 20"), the new deposit transaction description would be "payment 6 of 20"

It would be great to have a DRAFT stamp as an option to add to the financial statements. This would be used if they have not been finalized/the tax return has not been filed. Currently, a stamp is being manually added after the report has been run...

Please make it optional or stop the last/old deposit amount for checks from automatically populating/appearing for existing Payors. It poses the risk of the wrong amount being printed on the deposit ticket. Your consideration is greatly appreciate...

Why would the report default to showing unpaid invoices? This is counter-intuitive and no other platform does this.

Replace Bank ID needs to be added so when a client switches banks, all recurring's bank IDs can be changed with one command

When reviewing invoices with a client or staff one member is locked out and makes collaboration difficult.

This would save a lot of time with recording bank rec activity, when a transaction needs to be split between different codes (including handling due to/due froms via intercompany journal)

We would like to be able to disable the feature that changes the formatting of check amounts from written to numeric.

users are asking for a feature that was present in legacy where available balances, or Pending Transactions that affect the bank balance but have not been fully applied yet, would show up as a visible balance. AgilLInk does not currently display t...