Need a new report to display all the paid AR invoices within a specified period. Data should include Client, Customer, Invoice #, Original Amount, Paid Amount, Balance, Deposit #, Date

It would be helpful to be able to add any kind of reconciliation to the automation report. Manual bank rec have to run separately and added to our reports package

WE SHOULD BE ABLE TO CHANGE/DESIGNATE THE DATE OF THE CHECK BEFORE IT IS PRINTED WITHOUT HAVING TO SEND BACK FOR APPROVAL. WE USED TO BE ABLE TO IN LEGACY DF

Please hide the full bank account number on the auto bank rec just as there is an option on the standard bank rec. currently there is only an option to do so on the standard bank rec and not the auto bank rec.

Add a column to invoice register open AP report to show/sort invoices by payment bank

We would like to be able to have more than one Drill Down Window at a time. Right now it appears that you can only have one drill down window and the main screen is then grayed out, not allowing us to compare drill down pop-up windows.

Client would like to set up an automatic transfers on AgilLink. For example, a specific amount on the 1st and 15th of every month from checking to savings account.

User wants the Alternate check name to be sent on electronic payment methods like an ACH. This only works for checks and not ACH transactions.

Should the client have a sweep checking account, it's currently very difficult to see sweep account balance vs the actual balance in the account. Having a separate line item to show the sweep account balance vs actual balance will be very helpful.

Regular financial statements give you the option to not include the actual GL account number. This option should also be included in the Multi Client Financials