Only roll up accounts can be added currently. If a chart contains many stand alone accounts this can be a problem

Some banks have different routing numbers for ACH and Wire payments. If both are already entered, you can then choose ACH or Wire payment when paying an invoice. Sometimes its necessary to change the type of payment you need to send.

There are times when we use an AgilLink report as an image for an AP invoice or journal entry. It would be a nice time saver to have the option to push these reports right to those inboxes, instead of having to save them on your computer and then ...

Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.

Just like in Legacy/Imaging it would be extremely helpful to have cash receipts or deposits and Payments go into a "TO REVIEW" area after being processed to be able to double check the information before being dismissed. There is one for Invoices ...

Users would like to have the option to have cover letters generate according to what template each client was tied to. This is due to different wording that is used depending on the type of entity. Example – Clients that are on the individual temp...

AR only supports auto invoice numbers starting at 1, we should be able to set a starting number sequence for AgilLink to follow similar to AP Checks on bank definitions (last invoice issued)

When a Deposit creates a commission invoice, the invoice and deposit are related to each other. Currently, you can delete that deposit and keep the invoice and the invoice will lose all trace of the deposit to the point where you cannot tell it wa...

For a label who prepares royalties and has a division for each album

To be able to edit the code setup (category, sub category and type), without having to reopen the books to the beginning, would save a lot of time, especially when the code has not yet been used. Example - changing the code from a detail stand alo...