If one enters an EFT incorrectly, say with the wrong date (Not using send to bank option, just entering in the ledger), the user has to go to the bank-rec program to make the transactions outstanding before one can delete the EFT. If one drills do...

Inactive user appears as blank in the workflow- users still need to manually update the workflow and delete steps if applicable to correctly update it. Otherwise the existing workflow remains and continues to show invoices are pending for the now ...

When generating the Horizontal Level report the level columns can be set to report with whole dollars, however, when the Include Total Column box is selected the Total Column defaults to include decimal and pennies and there is no way to adjust to...

Only the top-level roll-up accounts show when running an income statement to PDF. User would like an option to display intermediate roll-ups as well. They do display in view.

On AP invoice detail, would like the ability to sort GL line items by amount or description

When I see a bank balance on the home page, I drill into the activity to see the balance, but the amounts don't total up to match the amount shown on the home page. I believe this is because the activity report page doesn't include sweep account b...

This check was voided. On the cash flow report that would be given to a client, aside from the amount being in parentheses, there is no way for the client to indicate the check was voided. The word "VOID" should be marked on that transaction.

Alternative Names in the Bank Definitions should print on the Deposit slip. This feature works in Legacy but not in AgilLink. In Addition, Bank accounts in legacy can support up to eight alternate names. During check printing, you can select which...

We need to be able to create a copy from an existing journal entry. This will save a lot of time rather than typing in the journal entry line by line.

When searching deposits in the Record Deposits or Search Invoices and Transactions Screens the only values you can filter on are the Amount values. In tbl_Deposits there are two values, Amount and GrossAmount. KBLR and other clients would like to ...