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.

GRF prints reports for tax department or for an auditor. they get requests for documents. It would be easier for them to retrieve the documents if they are supplied the doc id (Gelfand, Rennert & Feldman)

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

Enhance the predictive lookup to display both the name of the detail account concatenated with the name of the roll-up account directly above it. For example typing 1001-001 should display: 1001-001 -- CNB Management Checking #5011 – Cash in Che...

It would be very nice to have the ability to run Cashflow Reports for multiple clients at a single time, similarly to how you can run multiple trial balances at a time.

Add the ability to change check date when select invoice to pay rather than doing it before choosing date and then clicking on select invoices.

Please add an INVOICE NUMBER field to the Upload Invoice Template. Every year I have to issue 27 checks to the same 27 vendors. The image is the same for all payments. I thought it would be cool to use the Upload Invoice Template, but I found ther...

Allow users to link to different banks, credit cards, etc. to view balances & transactions within AgilLink

When uploading pocket account transactions for a non-CNB account, having the ability to upload those transaction as a credit card and coding them out would be very useful. This includes both the "Journal Only" and "One journal per transaction" acc...