Add a column to invoice register open AP report to show/sort invoices by payment bank

Ability to Lock a default financial statement style so that others cannot edit

RA is limited to only allow one schedule per template. You can add the saved reports on the first set-up page but will only allow one schedule per template on the next page.

Should the client have a sweep checking account, it's currently very difficult to see sweep account balance vs the actual balance in the account. Having a separate line item to show the sweep account balance vs actual balance will be very helpful.

When submitting a new transaction, AgilLink provides a success banner with the transaction ID. it would save time if the banner contained a hyperlink to the transaction to pull it back up vs. having to enter it manually

The Home page is showing balances of an account that is closed at CNB and has an Inactivated status in AgilLink

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.)

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)

In the bank id, vendor id, or any id used in the system should not allow spaces to be inputted.

Add additional Sort By option to sort the report by GL number