We would like to have a field that we can put the payor name into and have it print on the deposit slip. This should maybe be firm setting that you could switch on and then it would just print whatever payor is brought in when processing the deposit.

Would be nice to have an option to receive a report generate reminders / reports and e-mail to you when invoices are 30/60/90 days, etc.

Allow all deposit types to easily recode commission box as things can be fluent throughout a period. Currently, if you've applied the deposit to an invoice you cannot touch the commission table. It would be nice to not have to unclear everything &...

balances dissapear from external user home screen without this role - other system roles may work also just not reported to me.

Able to export to excel/pdf search transaction results

Able to export to excel/pdf search results

Users would like to be able to enter an Intercompany Journal with a cash account on an AP invoice without creating an Accrual and Cash entry in the checkbook register. Users would like to record the payable AND the payment in one intercompany jour...

The partners are looking for a report for ALL clients showing book and bank balance.

Just wanted to share some feedback/idea on the current reporting module in AgilLink. I find myself wishing there was a ‘Today’s Date’ option in the ‘Choose Date’ dropdown. Also, a ‘Last Month’ option would be potentially a good one which would fil...

The aging report needs an invoice due date.