Hello, not sure how to phrase this as I don't have access to Zenith any longer. We were able to create a Report and Zenith would generate an actual letter along with a total report including what you call the Cashflow report along with a standard ...

Add the ability to search images and transactions based on a keyword - similar to the functionality in outlook when searching for an email

The invoices that are created within the A/R module are simply unattractive and not well formatted. It feels unprofessional when i send to customers

Can we have a report to confirm if Send to Bank was checked on Stop Payment?

Need a more broad/ generic search function where I can search all transactions by a GL account for example. I can type GL account 1100-001 and AgilLink will return anything coded to that GL account from a single search screen.

An end of month report we do contains the bank rec, cash flow, and bank statement. It would be nice to save this as a custom report and agilink will automatically put them together for specific period. This would be a huge time saver rather than d...

Currently, users may send a link to specific workflow items that need to be approved. Users should also have the ability to email a link which will take the recipient to the entire "To Approve" box

Client would like to be able to view the journals that affect the cash associated with the bank account

The Commissions Report type "All Deposits - Memo Only" was an option for this report in DFX, but was not moved over to AgilLink. This option is very helpful in that you can see all the deposits for the desired date range which helps ensure that no...

When copy/pasting a client's approval of an invoice, the original format (paragraph, spacing) should be maintained (see before/after attached)