EFTs with payment and deposit create 3 records in to view. The Transfer, The Payment, The Deposit.

AgilLink currently validates transactions to ensure the transaction date is within an open period. This validation should also check to see if the bank account has been reconciled and not allow the transaction to be submitted if reconciled

December invoices should show on the year end A/R aging report

Most deposited checks are printed and not hand written. When scanning checks in mobile apps, most banks can read certain information from the scanned image. It would be great if AglLink could prefill the deposit field on the deposit screen from wh...

When someone is subbing for employee while they are out of office, the homepage screen show all of the clients you are subbing for on one page. if you pull up a particular client you still do not see the group but all of the delegation

In Legacy, once a workflow substitution rule expired, Datafaction would send out a workflow substitution report to the Approver that shows the client(s)/invoices that were approved on their behalf. Add this report to AgilLink as Partners will want...

In legacy Datafaction the additional description was shows on a separate row when exporting to excel. AgilLink has no option to show the additional description on ledger reports. Please add the option to show additional description and force a lin...

EVERYONE WOULD BENEFIT. WHEN SETTING UP AND INVOICE FOR THE FIRST TIME ITS WOULD ELIMINATE THE NEED TO DUPLICATE

useful because it allows you to place the Main checking account on the top if say a Money Market or Pocket account is on the top, and you can match the order across all of you clients so that the top one is Main Checking, then Pocket, Then Money M...

Firm states that they are limited to 10 digits when entering acct. numbers. Since government checks are 12 digits, they need 2 more characters added.