The current compilation and eFile generated by AgilLink is an all or nothing making it so that all 1099 forms are included in the file even though each form has a different due date. This forces us to efile all forms before the actual due date

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...

If we are making a partial payment because just a deposit is due, etc. the child invoice (parent invoice?) should go into review until the balance is ready to be approved. Right now, the invoice immediately shows up in approve.

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).

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.

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.

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...

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