Add a total roll up section in a GL Report. Client wants to see a recap of the debit & credit totals at the end of the report. They also want a "Compression" report added. Both features currently exist in Legacy.

Please reduce the number of clicks required to close a period. It's too much, and I don't think a warning and confirmation prompt are necessary.

The screen to select banks accounts includes inactive banks. Clients frequently close accounts or move banks and don't want to see a long list of banks of which a number might be inactive

Currently we only run consolidated comparative FS at the child level (XXXXX-X). It would be helpful to be able to run these at the parent level (XXXXX) to gain the full view of the client. To do this now a lot of manual work is needed in Excel. An...

Is there a way to open an internal calculator in Agilink?

When reviewing deposits, it opens to the Details Tab, when there is a 1099 code we do not see this on the Details Tab, we have to switch to the Deposit tab. Would be nice if the Details Tab mirrors the Deposit Tab information. It will save us a mo...

Currently, when you make a bank account inactive, it can still be the option for a vendor as the Pay Only From Bank. This can cause issues if you then try to create an invoice for the vendor or have a recurring invoice you would like to cancel. By...

This is useful for when a client is in the last approver step and they approve the invoice but add a note to it. The user paying the invoice can see that a note has been added.

Whenever a deposit it pulled up, there is a delete button at the bottom of the window, but unless you are on the "record deposits" page when you pull up the invoice, the button does nothing! If you select a deposit from a ledger report, there is a...

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