The partners are looking for a report for ALL clients showing book and bank balance.

While recording deposits if you use the next button to go to the next image the system will terminate the deposit ticket you were using and start a new one. You would have to remember what the ticket number was and enter it in order to continue us...

We have a client where we handle their personal books under one client code but each spouse has their own pocket accounts. They would still like to see and approve everything running through those accounts yet they would like to approve their own ...

Currently, if Vendor-up has NO Vendor account #, then the view under To Approve or Pending Invoices shows a blank. However, the "Additional Account #" field would be entered upon associating the invoice, but it does not appear when one goes in to ...

If the user is entering a number of deposits for different dates in one session, the default in the screen is that the deposit ticket option is checked. I unchecked the deposit ticket selection entered a transaction for say 11/1. Then I do a secon...

The deposits screen displays the last deposit amount but does not automatically land on this field. AgilLink should default the user to land on this field to quickly update the amount if needed

Display more details on the AR customer page to include: Invoice payment information - open invoice details, payment date for paid invoices

In legacy Datafaction, You can run a report on vendors by last check date "less than" or other methods. In AgilLink there is no way to run a report on active vendors who have not been paid for a length of time. create a report that lists vendors t...