I have been asked to run an Income Statement covering the periods August 30, 2022, through August 29, 2023, for rental agreement purposes. Currently custom period reporting is not available. The workaround is building a Report column that looks ba...

Our monthly reporting package includes payment register with full accounting detail. Please include in report automation options.

Grouping the same merchant and/or saved GL code will greatly improve speed of CC processing and user experience.

Want the Tasks and Reminders window/section to be available from every view.

Currently the client groups on the homepage sorts in alphabetical order. Would love to be able to put the clients in their own order.

I want to be able to add Accounting date to the Date type and Aged by field so that I can run the ageing report based on those dates

Currently it only subtotals when sorted by vendor ID.

Checks for Canadian banks are being rejected because of the nine digit requirement. We are placing a leading zero but the checks get rejected by RBC. Legacy allowed any number of digits on the routing number

We need a separate screen and role to manage auto bank rec training rules. Not all users have access to bank defs and the only way to access this information is through the bank def

When coding an invoice, AgilLink defaults the coding grid to three line items. I have to manually pull the grid to allow for more lines to fit adding an extra step each time I have to code something