When looking through reports (deposit reports, balance sheets, etc), when you switch between clients, Agilink should keep any prefilled out items (date ranges, etc) that you choose in the first one.

We need to know when a client walks into a branch and makes a deposit asap and not a month later when we receive the bank statement. There is usually a stub with more information which we can obtain if we know about the deposit when the deposit is...

Once an Invoice is created by the Credit Card module, it shows in the CC module as Previously processed. When you filter these Prev Processed items it Cancels the invoice and sends the image back to the To Enter inbox. The user will have to submit...

I can currently run a range of alpha-numeric accounts on a chart of accounts report, but I cannot do the same thing on a ledger report. If this feature works on one kind of report, please ensure it works on all reports. Thanks!

Exported PDFs are password protected and prevent modification. these should not be protected or the password should be set by the user exporting or at a firm level.

Access search images & trans menu and look for paid invoices for a vendor- results show two dollar amount columns. The amount column is correct however the check amount column is not. If you have paid multiple invoices on one check, that amoun...

can identify accounts that need to be covered for a client list

User would like to be able to copy and paste an email address into the confirm email address fields when entering contact information on the 1099 E-File page. It currently requires you to manually type it in and you cannot copy and paste into that...

There aren't any options to customize reports. We should be able to choose what data we want in our reports. Please refer to MIP Abila (an accounting software) that has really great reporting options

I WORK IN MULTIPLE ITEMS AND THE TIMEOUT FEATURE IS TERRIBLE, AT LEAST MAKE IT AND HOUR