User is running the Balance sheet report. The total of the Equity and Liability match the Assets and end in $736.08 but when its rounded to the dollar the Assets changes the amount to $735 and Equity and Liability rounds to $736. Can we please get...

It would be really helpful to be able to see a list of users assigned to a given group.

We used DFLink in Datafaction regularly for investor distributions and it has been such a time-saver. The spreadsheets we use are clear and easy to update. We were told there is an equivalent in AgilLink but the format of the spreadsheet is very c...

I would like the ability to enter the IBAN twice to confirm it matches as this number is typically much longer than account numbers where entering twice is required. Would help immensely with typos.

Just as with the bank account uploads, an upload for repetitives from Legacy/DFX would be incredibly helpful, and would save a lot of time with the setup of clients

Users are looking for a report to keep track off recurring invoices so incase they do not generate they understand when they were supposed to generate and when the bill is due. Some sort of Calendar report could help keep track of all of a clients...

The Income Statement and Balance sheet show the date the report is run in the heading instead of the date of the financial period being covered.

Is this on our roadmap to have clients pull these reports themselves? I pull these reports in sql for the acct managers who share them with the firms. It's a break down of payments, payment method and number of invoices per client. The report was ...

Please see attached.

The report selections should also not reset each time you run a report.