This can be done in Legacy however because AgilLink tries to create an accrual journal even though it's a cash client causes issues because the books are closed.

Allow the user to select a start and end date to run a financial statement.

Add multiple lines for level descriptions, that way we can add the breaks where we need them. Making the reports with levels more functional.

Currently we rescan the Bank Rec Report and Bank Statement attaching them together. For CNB statements can the Bank Statement and Bank Rec Report be linked together. When a bank rec report is ran it would be helpful to also see the Bank Statement....

you should be able to edit a deposit ticket number to include deposits on another ticket instead of having to delete and re-enter.

It would be more convenient if we can upload the all the transactions prepare in excel for once instead of needing to go back to the journal and add the intercompany transactions after the uploading, and also to avoid possibility of forgetting to ...

When reviewing an invoice to approve, on the detail tab, there is no indication that a prior payment has been voided. The only place that info exists is on the activity tab, but I would not know to look there if didn’t know a void had occurred. In...

Bank connection with Wells Fargo to be able to send ACH payments through AgilLink.

In the formatting of the P&L and Balance Sheet, the default is however the category and sub-category was structured when uploading the chart of accounts. If there could be a check box to cap-lock everything on the report or toggle case everyth...

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