In legacy, the "aux description" field in the enter chart screen was used to populate the full bank account number so that it would print on the Cash-Inq report. Add this option by utilizing the "addtnl description" field in AgilLink (see attached).

We should be able to drill down into prior-year transactions. If the year is closed, you can do it with the balance sheet and income statement but not the trial balance.

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...

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

A user was running trial balances and came upon an issue where all the reports printed in landscape instead of portrait and took up 3 more pages. The client has only one Level and the level is state so each entry takes up only 2 letters but becaus...

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

The ability to mass export client chart of accounts helps us create automation templates. Currently we have to export one by one.

Could we separate the notifications for Review, Approve & Release for internal users? I am listed on all three and I would get a LOT of emails. I actually turned it back off because I got so many. I would like to only get one category.

If the report doesn't specify the mode it was run in, someone could assume the opposite of what was run. This could potentially be quite problematic.

Only roll up accounts can be added currently. If a chart contains many stand alone accounts this can be a problem