Expenses of payroll (salaries & payroll taxes) could be allocated to a department or location to allow for more accurate horizontal reporting of same.

The user (Van Lee at Mann, Gelon 10073) would like the ability to print non-negotiables. They want there to be an option in firm setting to do the following as a workflow option: 1. Enter in electronic payment 2. Approve in workflow...

When you hit select invoices from the pay invoices and print checks screen the balances will load onto the screen. However if you pay just a couple of those invoices and hit select invoices again the balances will disappear. You have to reselect y...

When clicking into the current or prior day balance from the home screen we are not displaying the cleared checks even though we do for ACH payments. The only way to find the cleared check is to drill into the ledger balance or search for the orig...

Michael Jordan at Level Four Management LLC would like to be able to pull up a list of all clients with full CNB account numbers. It would need to be available in pdf and excel. Excel would be best as it would offer the ability to sort. Currently,...

Able to run Customer (AR) Ledger showing invoices, credit memo & Payment history

During invoice approval, if the approver clicks "email document" under doc info and tools and emails a non-approver (her assistant bookkeeper), the link sent to the non-approver does not open the invoice. Instead it opens the AgilLink Home Page. S...

Allowing payors and payor detail to be imported in one file like vendor lists would save set up time for clients with numerous payors that would otherwise have to be manually entered.

Give users the ability to sort custom category fields that contain lists so that when a new value is added to the list, a "sort alphabetically" button will sort the new value in the list alphabetically. See attached email

Currently global reports show up on all template clients but the saved report only works on one template client. When used on the other template client only the formatting is updated and the user has to manually choose a template instead of automa...