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

This is an option for much of the external reporting but for some reason not Trial Balances. Most employees are used to working through client ID's rather than company/family names.

It would be helpful to have additional filters or features when defining a client list. There are times when we would like to run report automation across entities based on the proto or clients. Can we get a button that pulls in all entities based...

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.

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.

Please allow users to print blank deposit slips from AgilLink.

AgilLink should implement a feature that allows for bank rec to support a single ledger entry linked to two separate bank entries across two bank accounts.

Overview: To better serve businesses and financial professionals who handle multiple clients, we request the development of a cross-client reporting feature in Agillink. This feature would allow users to generate reports based on specific GL (...

Count of Transactions by Client/Group for a date range (e.g., total checks, deposits, journals, etc.) Count of Transactions by User for a date range (showing which clients were worked on and totals of checks, deposits, journals, etc.)

For clients using levels, when requesting financial reports, right now there are only the choices of: Consolidated, Levels per Section, and Horizontal for printing Balance Sheet, Income Statement, Schedules, and Trial Balance reports. Attached is ...