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.

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

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...

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...

Recurring can fail to generate for a number of reasons, but when they do not it is very risky, as a payment will not get processed. Need visability of this in the same way that AL handles banking transactions(alert button)

Approvers would like the routing and account numbers in the approval screen to stand out more. Could be a bigger font, a different color, etc.

Have the ability to choose which entities and reports will have levels. Currently if you are including levels in Report Automation, it is the same across the board on all clients. Example - Choosing Level 1 with a report template that includes the...

I think it would be helpful to be able to do calculations directly within AgilLink when paying an invoice/booking a deposit. For example: if I'm coding out an invoice with 25 invoices and 5 of them are all say airfare expenses, I would like to be ...

A user was running trial balances and came upon an issue where all the reports printed in landscape instead of portrait and took up 3 more pages. The client has only one Level and the level is state so each entry takes up only 2 letters but becaus...

If a user is set up strictly for scanning, entering invoices or deposits they don't need to see and have access to bank balances and activity.