Currently in the To Pay Inbox there is no option to sort by Vendor Name for a given client/bank account. We've tested printing via Pay Invoices & Print Checks since this does automatically sort by Vendor Alphabetically, however, when you click...

From liquidity report page, you can choose multiple dates. Report automation does not have this feature.

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

Currently when looking at "Pending" or "To Approve" invoices, when choosing "filter by" client/group/user, the drop down of choices is not alphabetical. It should be alphabetical

I have 2 questions in AgilLink Is there a way to sort by GL codes or descriptions or amounts while I am processing the credit cards through AP invoice? (in pink attached) Is there a way to widen the columns so that I can see more of the descriptio...

If user accidentally pays auto debts with wrong check date, they would like a way to fix the check date without having to void and re-enter each invoice. This will allow them to address checks with wrong check date; if they accidentally paid all i...

In legacy, the "aux description" field in the enter chart screen was used to populate the full bank account number so that it would print on the Cash-Inq report. Add this option by utilizing the "addtnl description" field in AgilLink (see attached).

We should be able to drill down into prior-year transactions. If the year is closed, you can do it with the balance sheet and income statement but not the trial balance.

Please make it optional or stop the last/old deposit amount for checks from automatically populating/appearing for existing Payors. It poses the risk of the wrong amount being printed on the deposit ticket. Your consideration is greatly appreciate...

Replace Bank ID needs to be added so when a client switches banks, all recurring's bank IDs can be changed with one command