The pay invoices screen should take you directly to the invoices that you've selected to pay. Instead when you select the invoices that you'd like to pay, it brings you to "Pay Invoices & Print Checks" screen. You then have to click "select In...

Currently the stop payment report, once ran, doesn't tell you if said report includes stop payment items that were sent to the bank or not. We should add a column to the report that reads "Sent to Bank?" Yes or no, or possibly a check mark to say ...

It would be nice to have the detail description included in the cash flow. We send the client the cash flow and the detail description for the credit cards is not included. This is very important for the client to see spending habits. I don't unde...

Many users are trying to add a user to a workflow but are unable to because the user doesnt have access to an inactive client and the user must search for which client is inactive in the workflow template to remove it.

When running the commission's report to include all vendors, if different vendors were paid on the same deposit, AgilLink is duplicating the deposit amount under "Grand Total." This report then has an incorrect total of the amount received. Attach...

Ability to inactivate or delete levels Levels that have been coded to at one point but have been recoded since and still cannot remove. Requested from Kelli at Private Mgmt.

After voiding a payment, would be great to have an automatic prompt to ask if we would like to keep the corresponding AP Invoice or delete it.

When running Auto Bank Rec for all clients as a PDF the bookmark names generate with whichever client your currently on. Please update to name the bookmarks to the correct client name.

When you finish going through a series of deposits for a client, the new update is asking to take you to the next client. Instead, you should automatically remain on the client you've been working on; this way you can print the deposit ticket with...

On any transaction screen, the GL and Levels field description is very small. In order to view the full description, it would be helpful if the field could either expand, or if you can click on it/move your mouse over the field to see the full des...