Rather than closing books one-by-one, can we mimic the bank reconciliation process to include a selection of clients or client groups that can be closed at one time?

Hello, not sure how to phrase this as I don't have access to Zenith any longer. We were able to create a Report and Zenith would generate an actual letter along with a total report including what you call the Cashflow report along with a standard ...

Can we have a report to confirm if Send to Bank was checked on Stop Payment?

In Datafaction, we were able to search without entering a specific client code. This is helpful when we're searching for general vendor/payor information that we know is used within the firm.

I have a client that requests the due date be displayed on the approval dashboard.

Categorized saved reports based on user saved reports vs. global reports for quicker identification and selection

As it is now, invoices that are ready to pay or be released are still seen in the "pending" folder, along with invoices that have not yet completed the approval process. The ready to pay/release invoices show the bookkeeper(s) as the "approvers", ...

The general ledger gives totals for every GL account but not the grand total for all the accounts selected. I have clients that ask for the detail activity and total for multiple expense accounts.

We should be able to combine multiple invoices into a single electronic payment.

The Commissions Report type "All Deposits - Memo Only" was an option for this report in DFX, but was not moved over to AgilLink. This option is very helpful in that you can see all the deposits for the desired date range which helps ensure that no...