would like an AR Report with functionality to gather monthly retainer information on one sheet, including name, billing information and amount.

If a workflow delegation is currently done, the administrator has to do a separate process to ensure the signature will print and then they have to revisit that same "alternate user" to remove that person when the delegation has been completed. Th...

Would like the ability to include or exclude the following fields Bank Account Vendor ID Invoice Date Page number

Since agilink did enhancements it is very difficult to switch between clients. there should be a drop down list for each user on the clients they use

When investigating the status of outgoing electronic transactions, it should be simpler to locate the applicable groups or client entities for setting filters. it's a more precise or a "starts with" in those fields now. Throughout AGL most of the ...

Need to be able to split a deposit across multiple clients as one check can pay multiple invoices across more than one client

It is difficult as a partner to go through the agilink balance menu and look at every account. If you want to run balances and check desks, there is no option for this just hundreds of accounts. I cannot even sort them by grouping. i have to look ...

the setup for recurring invoices is really in two parts: the enter invoices screen where you set up the description template and the GL code, and the template screen where you set up the frequency, generation date, and such things as whether the a...

I can currently run a range of alpha-numeric accounts on a chart of accounts report, but I cannot do the same thing on a ledger report. If this feature works on one kind of report, please ensure it works on all reports. Thanks!

Access search images & trans menu and look for paid invoices for a vendor- results show two dollar amount columns. The amount column is correct however the check amount column is not. If you have paid multiple invoices on one check, that amoun...