When drilling down into financials and recoding items, it would be great to then be able to refresh the financial, same as can be done with a ledger in view mode, rather than having to re-run the entire thing again.

When running ledgers with Monthly Subtotals the report only shows monthly ledger activity totals and not totals for the entire period the ledger is run for. It only shows monthly ledger activity totals and then closing balance for the account.

Some accounts like CNS, don't get current day reporting, therefore it would be helpful if the info reporting entitlement was split out for Prior Day and Current Day.

When you are on the Bank Reconciliation screen there should be a link to the bank statement image

During a deposit or recording a payment, once you choose the payor or vendor, you can no longer change the bank account. There should be an option to change the bank account during this process and even when it is saved (as long as not yet cleared...

Run a Multi-Client Income Statement that supports Levels or use Report Automation to run separate saved reports (that support levels) but combine them into a single excel workbook

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, there is no link between an outstanding invoice's image from the A/R function and a deposit related to the outstanding invoice. It would be helpful if the image from the AR Invoice was connected or related somehow, rather than having to...

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.

AgilLink should implement a feature that allows for bank rec to support a single ledger entry linked to two separate bank entries across two bank accounts.