Percentage fee reports have a maximum of 5 entries when running fees (even though you can enter more, only 5 will show on the report), some clients have prior reps that are still owed commissions on projects, so increasing the maximum entries from...

Users would like the ability to run the Trial Balance report with four columns; the beginning balance, ending balance, credits, and debits.

option to page break after Total income and Expense.

The legacy bank rec report includes outstanding transactions as separate in/out lines closer to the bank balance rather that just an adjusted bank balance like you get in AgilLink. It would be nice to be able to choose between both formatting options

Allow users to drill down into admin reports using specific client groups for better client management and account tracking.

Need to be able to indent, add page breaks, and control the font style like we did on the old financial styles

Currently when an approver is delegated in AgilLink, the affected user(s) are emailed. There is no equivalent when adding or removing an approver in a workflow. Approvers would like to receive such an email, especially if they are already an appro...

Just like the partial payment option for checks, it would be very helpful of partial payments for Wires/ACHs as well.

Prevent journal entries from making adjustments to reconciled cash accounts. Or at least create a warning that the journal entry is impacting a reconciled bank account.

In Datafaction, we were able to directly paste multiple lines of data from Excel into the coding section of journals/invoices. This essential feature is missing in AgilLink and would provide a valuable alternative on days when Journal Upload does ...