this is important information when auditing the accounts. Users will then know who completed the reconciliation and on what date/time.

Firm has a client on a fiscal year close June and wants to run a full year of items for 2024 (Jan-Dec) without having to run multiple reports.

Allow users to enter an alternate invoice number for a recurring invoice and validate the alternate invoice number so that duplicates are not allowed. We do not want to edit the recurring invoice number that was auto generated by AgilLink as this ...

Saves time to be able to check off multiple payment methods at once, instead of going in one by one to establish the workflow (example - in To Release, per template or client), to check off all electronic payment methods, instead of having to choo...

Overview: To better serve businesses and financial professionals who handle multiple clients, we request the development of a cross-client reporting feature in Agillink. This feature would allow users to generate reports based on specific GL (...

Ability to run a report with a list of credit cards defined for a client. Similar to the "Credit Card Listing" report from DF Legacy.

On invoice details screen - the review steps are part of the full approval steps. This is confusing to users can Review be separated as it was in Imaging or at the very least relabeled as review.

Would allow for changes to a client's Y/E to facilitate printing accurate reporting for a given period outside of the client's normal reporting year. E.g. Printing reports on a calendar year for clients with a Fiscal Y/E. Would be highly useful fo...

AgilLink should implement a feature that allows for bank rec to support a single ledger entry linked to two separate bank entries across two bank accounts.

During a deposit or recording a payment, once you choose the payor or vendor, you can no longer change the bank account. There should be an option to change the bank account during this process and even when it is saved (as long as not yet cleared...