Transfers differ from something like Invoices, Payments and Deposits in that there is no VOID or CANCELLED state; either the transfer exists AND was successful, or it does not exist. This kind of makes sense, as a transfer itself doesn't exist, an...

AgilLink does not allow you to update an ARD deposit to link it to an AR invoice. I have to delete the ARD deposit and create a whole new one each time I want to reconcile an AR invoice

Currently when an item is locked I cannot view anything, I should be able to view a read only instance of the transaction so I can collaborate when other colleagues

When splitting credit card charges, there are instances where the entire statement is split to another entity leaving a $0 balance on the original client. Legacy used to prompt us if we wanted to keep the original image/ invoice and allow us to de...

AgilLink automatically fills in the Dr. / Cr. totals when coding out an item. It also adjusts totals when you're making edits making it difficult to keep track of the original vs. new totals. The end user should make the decision on what the new a...

All of our recurring invoices go through the Review workflow, but we still have to go back into each item and re-approve the invoice before it can move to the next step in the workflow

Currently Online Banking Status Notifications "No Notification, Action Required, All Statuses" apply to all clients the user has access to. A user should be able to define which clients/accounts this should apply to. I have access to all accounts ...

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If several different income lines are being coded out on a commissionable deposit (levels associated with different tours/legs/states, etc.), to have the ability to add multiple GL codes/levels to the vendors payment to match the correct expenses ...

When deleting a financial statement style, if that style is used in a Report Automation Template, then an error will appear that relays a SQL error, but is ultimately caused by that. On attempting to delete a financial statement style, it should a...