When a Deposit creates a commission invoice, the invoice and deposit are related to each other. Currently, you can delete that deposit and keep the invoice and the invoice will lose all trace of the deposit to the point where you cannot tell it wa...

On occasion, we need to issue invoices to foreign individual or entity. Can foreign currency be added to the A/R feature? Once the deposit is received, is there a way to mirror the international wire process with the exchange rate? It would help t...

Rather than closing books one-by-one, can we mimic the bank reconciliation process to include a selection of clients or client groups that can be closed at one time?

The current deposit report does not have a column to include the AR invoice number for payments made against invoices

Client purchase many expensive item on CC's so it would be nice to have the ability to add an image to a specific charge.

In the To Pay screen, it would make things much cleaner and easier if, within each client, invoices could be sorted by vendor. With non-CNB clients especially, it is easy to miss an invoice to a vendor when entering a wire or an ACH into another b...

Add the ability to see related documents in the app during approval

We're getting Agilink files for new clients and it's starting to clutter up our own set ups. We should be able to change the calendar IDs so that I can move calendars we don't want to use to the bottom of the list so that I don't accidentally pick...

We frequently have to process one transaction followed by another required transaction. For example, after posting payroll, we have to pay the 401K contribution online. It would be very helpful if we can chain a template to another template so tha...

Within Business Suite, users can run specific wire detail reports which give detailed information on wires that have been sent. Currently, AgilLink users will need to drill down into an invoice to get specific details. Users have asked to have a w...