Previous/Next Buttons no longer appear when viewing images and transactions in Search Results. This would apply when doing Search under Search Images and Transactions & in Advanced Search. Case # 02476407

Currently all bank accounts, active and inactive, appear on the Entitlements page. It would be nice if there was an option to display only active accounts, or if there was a column dedicated its status.

Would like the ability to have repetitive invoices that fall on a weekend, generate the Friday before instead.

In the client demographic, is lacking a second place for a phone number if a client/family has two numbers. For instance, one client has a cell and a Google Voice number they use for work. Another client has an int'l cell and a US cell. Currently,...

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 ...

Provide the option to include the client code on the General Ledger Reports

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...

Audit Trail for changes to a user definition; who made the changes