Currently in the To Pay Inbox there is no option to sort by Vendor Name for a given client/bank account. We've tested printing via Pay Invoices & Print Checks since this does automatically sort by Vendor Alphabetically, however, when you click...

It would be great to be able to see the journal entry number once you enter the JE and click on submit, the same way you can see the document ID once uploaded.

How can you get the Agillink Ledger Report to show the "printed period totals" For example: If I am printing the Ledger report for April to June it should give me ledger activity totals for both Debits/Credits then the closing balance, not the clo...

Please add a feature to edit the Transfer Funds Template name. Client closed an account, and new account opened. Template allows for a change is the From & To accounts, but not the name. If the name read: XFR FROM CHKG (3) to MAIN (1) ACCT, (w...

Provide an option to run the 1099 transaction report in summary mode to get a quick count of all the 1099 documents, amounts, clients, vendors are being generated before actually printing or generating an eFile.

Please provide us the option to split accounts that an automatically recorded deposit goes into. We should be able to split it by percentage to multiple GL accounts

Currently the deposit report can be sorted by most columns except for payee. It would be super helpful to be able to sort deposits by name so we can quickly see history on payee. As of now, must download and export to Excel.

The edit document window when pulling up a document from the search is way too large - leaving the actual document window super small. The editing side should be the smaller piece allowing for full 100% view of the actual document.

It would be helpful for AgilLink to change "book balance" to "ledger balance" to avoid confustion whenever a client needs to run a standard bank reconcilation.

Please make it optional or stop the last/old deposit amount for checks from automatically populating/appearing for existing Payors. It poses the risk of the wrong amount being printed on the deposit ticket. Your consideration is greatly appreciate...