The Home page is showing balances of an account that is closed at CNB and has an Inactivated status in AgilLink

User advised that when there's a specific bank listed in the 'Pay Only From Bank' on the vendor setup, there's a bank dropdown that displays when a user tries to record a payment. While that screen may error out after the fact, it would be nice th...

This would save a lot of time with recording bank rec activity, when a transaction needs to be split between different codes (including handling due to/due froms via intercompany journal)

Saved Liquidity Report shows a combined client list on one page with a grand total. When using the saved report in RA the liquidity report runs a separate liquidity report for each entity.

Define a new level while in the invoice, deposit, payment or journal entry screen, instead of needing get out of the transaction, and create each in the "Define Levels" screen (exactly like how one can add new GL codes from the transaction pages).

When I export a TB to PDF, each account number in the GL Account column becomes an embedded hyperlink. When I export a GL to PDF or Excel, each item in the "Ref No" column becomes an embedded hyperlink. None of these links work - they just produce...

If a user makes a comment on an item in their "To View" box the comment is not saved. These comments should be saved so that they can be viewed in the details tab of the transaction.

Would be really nice to be able to run multi-client financial statements (income statement / balance sheet / trial balance) at non month end dates just like you can for single client financial statements. When I try and run multi client financial ...

Would like signatures to print if an invoice is overridden. Would like payments to go out if an invoice is overridden

When running the AP Open Items reports, rather than running by individual client it would be most helpful if we could run as a client group.