Have report automation run on a scheduled service where reports are run and delivered automatically

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.

Currently in Report Automation, when a user clicks on the three dots, the only options are "Edit" and "Reopen Periods." The only way to delete a Report Automation template is to go into Edit, then to the 2nd page of the template. The "Delete" func...

Ability to run a vendor report across all clients showing payments to a specific vendor

Hello, can we please have the option to filter which columns populate in the search function? So for example when searching deposits, I always need to see "transaction description," but I never need to see "document description," which just takes ...

Give the option to run the liquidity by individual client and by client group, this provides a full picture of a portfolios account balances

Currently, there is no link between an outstanding invoice's image from the A/R function and a deposit related to the outstanding invoice. It would be helpful if the image from the AR Invoice was connected or related somehow, rather than having to...

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

the file size is 10x from what the mass modes reports in Legacy were generating, which is causing issues when we want to email reports over to clients. please further compress the reports