Client would like to be able to receive credit card information on a daily basis allowing them to reconcile the credit card more often. Currently we only get the credit card transactions at the end of a statement cycle.

Currently, any data entered in the Additional Description field in the chart of accounts entry screen is not used anywhere in AgilLink. That information can only be seen when someone goes into the chart of accounts entry screen for a specific GL c...

Example: Clients that have several Amex cards. Need to be able to see right away which Amex under "search" I should click on, rather than clicking one by one to get that specific card detail

MNT bank does not accept deposits with a leading 0 added to the deposit. This issue could be avoided by not automatically adding a leading zero to deposit routing numbers. There would need to be a system in place so that users know to either add t...

We recently converted a C corp to an S corp to include a calendar change from Feb to Dec beginning 03/01/2022. The problem is that if we switch the year end it will change all periods giving us inaccurate financial statements for prior years. Idea...

It would be god to run a statement as of a date range instead of just an as of date.

For consistency with the new Level page, please enable the changing of the ID for the Product ID. Additionally, please add the pen and paper icon to the Sales Revenue GL field, so that GL codes can be set up on the fly.

There's no designation in the bank rec report for a manual bank rec or an auto bank rec. A way in the system to designate in the system that a standard was done.

EFTs with payment and deposit create 3 records in to view. The Transfer, The Payment, The Deposit.

AgilLink currently validates transactions to ensure the transaction date is within an open period. This validation should also check to see if the bank account has been reconciled and not allow the transaction to be submitted if reconciled