When searching images and transactions Check # for payment types other than checks do not appear. AgilLink assigns check numbers to these payments but they do not show in the search results

The ability to on the Record Deposits menu to have the check be electronically sent to the bank to be deposited instead of needing to scan the check for the deposit in Agilink and then scan it again for a separate program to E-Deposit it. This wou...

Everywhere "Template" or "Definition" is used in a report it should be updated to Financial Statement Style or just "Style". This has caused a lot of confusion with users.

Get better description of the errors when uploading invoices similar to the errors that display when uploading journals. Example involving levels- error displayed "cannot validate g/l code" when uploading invoices. Copied the same data into a jour...

It would be great if CNB mortgage statements would automatically import as an invoice each month

When you are recoding an invovice with an adjusting journal entry, you can run into a situation with multiple lines where you can't see the Accounting Date field that is required. If you cannot see it and do not know it exists, when you hit submit...

I would like the ability to change the bank or vendor after the invoice has been entered. Right now, you have to redo the invoice.

Currently if a template is set up, and the user forgets to check the "make template available globally" checkbox, there is no way to go back and check it off, as it is greyed out.

A report that would allow Admins to be able to investigate a Client Group to see what users have access to that client group would be very helpful for audit purposes. If the report could also show what user roles those users had would also be usef...

When our clients ask for pdfs of their payments, we could simply run the image search on their income account, select all images to print and send in one step, rather than having to run a ledger report, remember all the image scan dates, go back t...