The SSRS report viewer has a refresh button. In most cases, the refresh does not update the report. Woody Creek is asking to remove it as it causes confusion

User re-activated a bank account but it did not make the GL Cash Account Active, it should be an option or automatically done.

Add a column on all To Enter screens to display the user that uploaded that image. When images sit in To Enter for weeks, it's difficult from management perspective to determine who uploaded the image and left it in To Enter. Would be great to kno...

Can we Add an Associate Immediately to Documents Upload to the multiple documents upload page?

Currently auto bank rec doesn't account for unbooked adjustments in the calculations. When you run the report, it accuratley reflects the unbooked adjustments

SO WE CAN SEE WHAT BANK ITS COMING FROM

Currently approvers in a workflow are sent an email when a Delegation is put in place but no email is sent to an approver if they are added or removed from the workflow. It would be beneficial to the approver to know when they are being added or r...

Upload Vendors via Excel. Allow Type "None" Currently it only accepts Checking or Savings.

This feature will benefit accountants and tax professionals by automatically allocating income to partner capital based on each partner's share of income. This feature should be an option when setting up new clients and can be changed at any time ...

We have recently been made aware that CNB offers Zelle as a payment method. It would be nice to be able to pay using this service through AgilLink. Some people do not want to give us their banking information. This payment is also immediate while ...