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

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.

It would be very helpful to have an A/R customer report. When setting up new customers, the id doesn't increment to the next number. Without a report it is difficult to figure out the next number and it is a useful report, like a vendor listing in...

We run the Auto Bank Rec reports for all the bank accounts on a set of books, and save the bank rec reports for each account in AgilLink under a Bank Rec category. When we run the report for all bank accounts, all the reports are in 1 pdf and ther...

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.

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.

Add an Alert on the Dashboard like we do for banking transactions to show the user if a Recurring Invoice failed to generate.

Please hide the full bank account number on the auto bank rec just as there is an option on the standard bank rec. currently there is only an option to do so on the standard bank rec and not the auto bank rec.

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

Regular financial statements give you the option to not include the actual GL account number. This option should also be included in the Multi Client Financials