Currently the only way you get both on the results is pulling by accounting date and sometimes that date is unknown. Another one of his requests is to put a restriction on the acctg date by user role or a firm setting. He has users entering in acc...

In Imaging you can search cash receipt backup by “search terms” and by “Relationships” see image below. In Agilink we do not have those options to search in Deposit Backup.

Users would like to have a token to add in the client’s name (who to address the letter to), instead of having to say, “Dear Client” or “To Whom it May Concern,” as these letters are generally addressed directly to the client. Ideally, this would ...

Users would like to have the ability to manipulate the margins on the letter within AgilLink, as it does not copy over margins from Word. The margins currently come out very narrow.

Firms would like to be able to edit the size of the firm logo as it appears on the cover page/letter, as it comes out very small, no matter the size of the originally uploaded logo.

Currently we can only select specific clients in the Pay Invoices screen, but we would like to be able to filter by Group to get a better picture of cash requirements.

often the issue arises where a vendor was set up to pay only from a certain bank but with enough time the vendor can become stale and having to exit out of the invoice to define the vendor to unselect the pay only from bank box is a hassle. please...

The image that was associated with the payment should automatically be transferred to the automatically recorded deposit. Currently, it only shows the default image from the bank.

It would be helpful if Billpay was shown as either Epay or Draft on the screen when approving/releasing/paying bills. It just shows Bill Pay now but it would be helpful so see Draft or Epay instead. Draft takes much longer to process than a billpa...