Persons would not be able to release these electronic post-dated payments until the chosen date, so as to not release anything to the bank earlier than specified.

Percentage fee reports have a maximum of 5 entries when running fees (even though you can enter more, only 5 will show on the report), some clients have prior reps that are still owed commissions on projects, so increasing the maximum entries from...

Users would like the ability to run the Trial Balance report with four columns; the beginning balance, ending balance, credits, and debits.

option to page break after Total income and Expense.

The legacy bank rec report includes outstanding transactions as separate in/out lines closer to the bank balance rather that just an adjusted bank balance like you get in AgilLink. It would be nice to be able to choose between both formatting options

Allow users to drill down into admin reports using specific client groups for better client management and account tracking.

We think that the ledger balance should be affected as soon as a invoice has been written/submitted, not after it has gone through the full approval process. It will give the approvers a better idea of where the client stands with their cash balan...

Currently if you want to run a report through today, you need to select "select date", then "enter a future date", then click on the calendar, then select today. It would be helpful to have the option to only have one click instead of four

Currently when an approver is delegated in AgilLink, the affected user(s) are emailed. There is no equivalent when adding or removing an approver in a workflow. Approvers would like to receive such an email, especially if they are already an appro...

When splitting a credit card to an entity that uses levels, the title of those levels should show up (instead of the standard Level 1, etc.).