Add checkboxes to the Entitlements page to enable accounts for the Activity Report and Auto Bank Reconciliations. By adding these checkboxes to the entitlements page, when the user is entitling accounts, they are able to handle marking off the act...

A blank page that we can keep notes on the client in general (not just in each vendor but the whole client).

Add under the Baking tab the Activity Report. Currently the only way to view this is to go to the home page & click on the blue Current Balance number. Would be more efficient to have it under the banking tab.

There are two scenarios for APs on AgilLink in case of accrual basis. The entered invoice are shown on company’s Balance Sheet, the aging report can be run properly and these invoices are sitting in Pending box. This scenario is perfect when compa...

run reports: choose the client in the reportings page instead of having to go back to home to change the client

When you receive a contract with the total amount due to be paid in installments, having the ability to add the total payment due instead of the number of re-occurrences would be helpful to avoid overpaying the contract, or at least flag there is ...

Currently the alerts page only shows the client number, and not the client's name or group. The spelled-out client name and group should be shown by default, so that the user does not need to look up the client by number.

after adding a bank to the list- it does not auto sort - you have to manaully move one space at a time -

The auto-recon "Enter Clients" list will disappear if I go into another window and take some time to fix a problem with that client. When I go back to auto-recons, the list I've typed in has disappeared and I have to start over again typing in the...

Currently cannot delete certain GL accounts that are not being used. I Keep getting an error message saying "Unable to delete account since it has associated journals. To find the transactions please visit the Journals Report Page." There is nothi...