Sometimes transactions will process at the end of the month where a weekend or holiday occurs. When this happens transactions will appear on the ledger with the check date of the 1st instead of when the item actually was sent, which was the 27th. ...

When dealing with large invoices, it is sometimes more convenient to code out in excel then import, rather than to code out entirely in Agillink. However, when trying to import when the invoice # already exists as a repetitive, it currently throws...

We have a Bank Reconciliation custom category. After the bank rec is processed by an accounting assistant, it is then reviewed by the account manager who then adds notes if needed. It is then reviewed by the controller for final review. We would l...

One of our client has mutiple crew member using the same Amex card and when it is time to allocate business expenses we have to look in the statement to figure out which member was using so that we can determine if that is a business exps or not. ...

When checking the Banking->Entitlements page, clicking on the View Linked Accounts should show linked accounts with Comerica Bank Accounts. Currently, the View Linked Accounts only show up if the accounts are CNB bank accounts but Comerica acco...

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...

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).

AR only supports auto invoice numbers starting at 1, we should be able to set a starting number sequence for AgilLink to follow similar to AP Checks on bank definitions (last invoice issued)

When a Deposit creates a commission invoice, the invoice and deposit are related to each other. Currently, you can delete that deposit and keep the invoice and the invoice will lose all trace of the deposit to the point where you cannot tell it wa...

On occasion, we need to issue invoices to foreign individual or entity. Can foreign currency be added to the A/R feature? Once the deposit is received, is there a way to mirror the international wire process with the exchange rate? It would help t...