AgilLink should allow for ACH Pos Pay exceptions to managed directly through AgilLink without having to manage exceptions in two systems. The majority of our payments are now ACH vs. manual checks

When choosing a recurring invoice from the credit card entry screen it should pull in the recurring invoice description.

The ability to run many vendor reports across clients all at once can significantly speed up 1099 verification and reconciliation process Vendor listing - audit 1099 details

Payments made for one, many or all clients showing client code, client name, date, payee, amount, check/pmt#, payment method, bank acct#, bank name, user making payment (with filter for payment method)

Add the ability to consolidate the CC import statement report by GL account or by Levels

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

It would be beneficial to have the ability to group customers on the AR Aging Report by Customer groups and have subtotals at each customer group. Currently the report subtotals at each customer.

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...