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.

Deleting documents that are not needed in the To Complete takes too long as you have to delete documents one by one. Would save more time if we can select multiple without having to go into each document.

So you can see the codings in journal entries.

It would be helpful to run A/R Aging on all clients monthly within a group / team to stay on top of receivables.

Include Open AP Invoices on Liquidity Reports with multiple dates

With only wrap around you can not add lists like: 1. 2. 3. Which is cleaner

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.

add the option to not update commissions invoices when editing deposit. Currently the system opens the commissions window and reverts invoice description back to default. an option to not update the invoice would help save time and prevent confusion

Categorized saved reports based on user saved reports vs. global reports for quicker identification and selection

Sometimes transactions will process at the end of the month where a weekend or holiday occurs. When this happens transactions will appear on the ledger with the check date of the 1st instead of when the item actually was sent, which was the 27th. ...