add column with "Lock" status on Client Status report

Sometimes transactions will process at the end of the month where a weekend or holiday occurs. When this happens transactions will appear on the ledger with the check date of the 1st instead of when the item actually was sent, which was the 27th. ...

The fact that i have to check a deposit slip every time is horrible. Please set it back to an auto deposit slip.

When dealing with large invoices, it is sometimes more convenient to code out in excel then import, rather than to code out entirely in Agillink. However, when trying to import when the invoice # already exists as a repetitive, it currently throws...

When creating a recurring invoice, the GL accounts are added in a specific order (line 1, 2, 3, 4 etc). This order should be Static but after the recurring invoice is generated, the order of the GL Accounts are mixed up (3, 2, 4, 1). It should be ...

We have a Bank Reconciliation custom category. After the bank rec is processed by an accounting assistant, it is then reviewed by the account manager who then adds notes if needed. It is then reviewed by the controller for final review. We would l...

it is helpful to see the most recent data first rather than seeing old data then having to click the data to fix the descending view. Ie. reviewing AP, you want to see most recent paid items vs old ones first. In deposits, you want to see the most...

It would be helpful for users to create adjusting journal entries without posting to ledgers until they are approved. In Legacy, we have this function and those users have the ability to run working trial balance reports showing the effects of the...

When checking the Banking->Entitlements page, clicking on the View Linked Accounts should show linked accounts with Comerica Bank Accounts. Currently, the View Linked Accounts only show up if the accounts are CNB bank accounts but Comerica acco...

Currently the CC review statement screen does not have a "description" field to add the invoice description. AgilLink automatically assigns the description. Add a field for description so user can enter it as part of CC review process