Book balance should populate as of GL Date and not current-date book balance. Today’s book balance is irrelevant to the bank rec process being performed. It provides no usable information for this feature.

Our client would like to be able to view CNB lines of credit and loan information on AgilLink: Loan summary (product, loan amt, current balance, rate, issued date, maturity date, etc.) Transaction history (loan draw downs, payments, etc.) Statements

Re-organize and uncomplicate the creation of recurring template and the editing of a recurring template.

The reports currently are set to fit for legal size paper printing. This is unnecessary because the only reason it needs to be on legal size is because there is a lot of wasted space on the side. It's also inconvenient for us to remember to always...

Printing the product ID on an AR invoice should be optional

Detailed divisional/level printing on Income Statements should be printed based either on the number of the division/level or alphabetical, not based on which one was entered first, second, third as we are always entering new ones.

Need ability to email more than 1 person using the Epay Notification email in Vendor

When you go to "Search" Deposits, you can do a narrow search by bank accounts but under "Invoices" you can't do that. Will like to be able to do a search of invoices by "bank def".

Currently when searching for an invoice or deposit in the "Search Images and Transaction" page, there is a search option by GL Account but there is no option to take the search criteria further to the Level/Division.