Currently the ledger reports are printing in portrait mode only so that all the information is in these big blocks. It would be easier to read if it was in landscape mode so that each transaction only takes up one or two lines. Basically, it shoul...

clients (KBLR) want the option to suppress zero balance accounts

Provide the ability to create a new customer directly from the AR invoice creation page. Right now I have to navigate to the Customers page each time I need to create a new customer. This should be similar to the ability to create a new vendor fro...

Add a section where we can include Payment instructions on AR invoices

We have several different bank accounts. It would be helpful if the detail on the ledger report also included the bank code as it did in Legacy.

The Deposits report shows the "Levels ID + the description," where the Invoice and Journals reports only show the Level ID. For consistency purposes, all should include the Level ID + description.

AgilLink reports showing levels currently print the level ID in the report heading. As the level ID can be a number or abbreviation and not readily apparent as to what the level actually is, reports should show the level description instead.

It is very annoying to have to re-pull the statement to get the final balance number when you are verifying if the bank reconciliation has balanced after making an adjustment. If the ending balance stays populated other users will know the account...

We currently don't have a report on the front end that shows active users and their roles. However firms can get a list of active users in AgilLink by accessing Admin > Users and clicking search.

This would be useful for a user's billing/timesheet purposes, which would include the client code in the approval view, the number of invoices per entity, as well as the ability to create a printable version of the report.