Since the template chart is the driver of the client charts, it doesn't make sense for the account to still be active at the client level if it's deactivated at the template level. I'm deactivating it at the template level because I don't want it ...

When tabbing to the amount field for a deposit entry on an existing payor, the previous amount should be selected so that if the user needs to change the amount, they can just type over it.

Having a deposit batch report would be helpful when reconciling lengthy bank statements. It would be nice if when running a deposit report their would be an option for a batch number and the report lists all the checks in that batch and a batch to...

In both Datafaction and Imaging, a user can search by any check number, even if the number is preceeded by a "W" for any transactions booked via the auto-debit payment method. In AgilLink, the search function does not work if you search for a chec...

Currently you can set up a role for a user "View" a journal entry but the View does not work if a user does not have the ability to create a journal entry. The Image linked to the journal entry is in a tab that the View Only useer does not have ac...

Limit a users role to recode journal entries, similar to that of recoding paid invoices.

Users prefer to have the same format for letters as the last import. The Direct Deposit and Tax impound float default to Mixed cap ("Tax Impound") in the description. If the Client uses all caps, they would like this to update to their preference ...

In AgilLink we use levels not divisions but yet when you go to run the trial balance report it says divisions. We should clean up this nomenclature and stay consistent throughout AgilLink.

User's are unable to see certain bank activity items in the Auto BR screen because they are automatically matched in other periods. For example, a bank transaction in 1/2020 that matched with a payemtn booked on 2/2020. These items should be left ...

It would be useful to reset the auto check number within the system.