When our clients ask for pdfs of their payments, we could simply run the image search on their income account, select all images to print and send in one step, rather than having to run a ledger report, remember all the image scan dates, go back t...

I think there should be a Master search without having to pick a specific tab.

IE: Transfer entered today, but not approved until tomorrow were processed successfully in Legacy without any user interaction in Legacy.

It would be great if CNB mortgage statements would automatically import as an invoice each month

When I'm searching for a journal, I don't believe it should matter whether it was created as a standalone JE or as an ICT. Currently an ICT does not show up in a journal search

Sometimes clients, specifically managers, need a report pulled for a date range outside of the closed periods. Would be helpful to be able to choose a date range.

A report that would allow Admins to be able to investigate a Client Group to see what users have access to that client group would be very helpful for audit purposes. If the report could also show what user roles those users had would also be usef...

Users would like to see last login data shown on AgilLink when users log in to the Mobile App. Currently the system ignores those logins for the purposes of reporting and seeing when users log in.

deposits would be entered and be "temporary" e.g., they would not be in the ledger. Standard workflow approval for the Journal category would be available. When last approval action occurs, book the transaction. Allow a final FYI workflow step aft...

Currently it shows last payment and 13 mo prior however if you haven't paid a vendor in 13 months, it won't give you full history. Even if you displayed the last payment regardless of when or how long it’s been in the payment history details tab o...