We run the Auto Bank Rec reports for all the bank accounts on a set of books, and save the bank rec reports for each account in AgilLink under a Bank Rec category. When we run the report for all bank accounts, all the reports are in 1 pdf and ther...

When you print a blank check in AgilLink, the system should keep track of what check numbers have been used for those blank checks. This would help keep track of missing check numbers and make sure that checks are caught by positive pay.

Please add a "note" box so we can add information that relates to that user for later reference. Ideal place is between the user id (right) and the client groups (left), shifting the clients /roles to the left Only need 50 +/- characters for notes

Currently, it just says Cleared and we have to do more research if it really cleared and what date it cleared.

It would be helpful to separate On Hold from invoices needing approval. Without this, I'm having to open up invoices in To Approve to see what truly needs approval or is waiting on new information.

have the ability to select all recurring invoice templates and place them inactive as a batch.

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.

Firms would like to have the ability to run a detailed Income Statement (P&L) - Include underlying transactions with dates that make up the detail GL account for a given period

Add GL coding and High Priority Invoice indicator to the choice of options to view on the Recurring Invoice Template screen

We have Payors we need to mark agent commissions for 1099-NEC each time we record a deposit. It would be extremely helpful if we could setup in Define Payor the coding lines we need to mark for 1099s so that we don't have to remember each time we ...