Existing legacy report that is not available in AgilLink AR. Please include a report total in the report

Add a batch register report to the AR module , this currently is available in legacy

This is a common request from firms asking for a column for an income statement. If this was a default column we would not need to assist in creating custom columns for users for this feature.

Submitted on behalf of Judy Sosa from Holthouse - The paychex payroll import was working fine up until they added the 401k to the payroll. On the auto bank rec, the bank side is good and it shows 3 amounts (net check, taxes and 401k) all broken do...

Links to view split credit card GL lines on a CC - AP invoice are disabled.

It would be extremely helpful to be able to click a number of invoices to select for e-mail (link or attachment) from the "To Approve" box. Often I want to send a batch, or one invoice to a client with questions/approval from my level -- or a batc...

At the moment, when you export a bank account from legacy, it exports the excel file with a Space in the Alternate Name On Check field. When those values are copied over to the AgilLink Bank Account upload template, the space is transferred over a...

This should be on the drop down for tasks & reminders instead of needing to go back to home page.

When setting up signature rules on the bank accounts, it would be very helpful if it is made clear on the choices that signatures cannot and will not print. For example, no signature should be able to be associated with the account, if the user se...

If an invoice date is entered for a date that is after the check date (say bill was paid on 4/1 on autopay, but the invoice was entered on 4/10 & that's the invoice date they use which is after the 4/1 post date), then an error should pop up w...