Please add the ability to add a new customer in the Create Invoice screen similar to adding a new vendor or payor from their corresponding screens. It's time consuming to have to click out to add them each time.

When we receive an image notification of an international wire, we do not receive specific information about the original currency or exchange rate given. In legacy, these bits of information were used as part of the international wire incoming wi...

A date with the time the invoice was printed gets put at the top of the A/R invoice when it is not needed. This just adds to confusion of the vendor who recieves the invoice.

Liquidity Report to report by acct mgr or by family of all cash balances that they control on one page. The report should not show all the rollup balances

Users would like to see the summary accounts in the predictive lookup for G/L accounts. This will let them know which account the detail rolls up to.

When viewing the bank statement/ reconciliations, the page view only gives half of the page. Can it be changed to view the whole page?

At the moment, AgilLink does not allow 8 digits to be used in the routing number when setting up international bank accounts. When creating international checks, the MICR do not match the standards AgilLink uses for checks from the USA. To fulfill...

On the record payment screen it is requiring the user to assign a payment number even if they do not want to assign one. Then if they use a number that is already in existence they get an error message. In instances when the user does not want to ...

If a deposit has a ck number in the ck number field, display that check number in the check number column on the ledger report. Makes it easier when doing research and referencing the ledger report

See Attached. AgilLink fails to validate token when using Symantec VIP Desktop app.