In the Admin Report, “Bank Reconciliation Status,” you can currently run by clients. Can we add an option to run by list and/or group, as users and admins want the ability to audit a certain desk or client group to see when the last time bank recs...

When searching for a detail account to book a journal, the search should take into account the roll-up account a detail account falls under as well.For example, if we’re booking an entry that will hit detail account “Insurance – General Liability”...

AgilLink should auto-assign Customer ID to AR Customer similar to Payor and vendor ID

If you drill down into the Activity Report in legacy the balance in sweep is reflected. This feature is missing in AgilLink and the balance reflected does not reflect the balance in Sweep - so to a client it could look like there is only $25,000 i...

Should be able to create a Discount Invoice. Example: 10 net 10

The user paying the invoice does not have the ability to determine whether a laser signature is printed, I should be able to determine that during the workflow

If a deposit is returned, we need the ability to book a negative cash receipt. We do not record it in "Payments" because it is not a Payment and we want the negative cash receipt to appear in the Deposits section of the cash flow report.

Updating account code & descriptions for multiple transactions at 1 time after being posted.

Approval screen when on the Approve Invoices screen the ability to group by user was an option on the old imaging not in AgilLink.

Can you please make it a user setting to allow/not allow auto advancing. Seems like the assumption is that I will sit and enter until there is nothing left to enter, and that's just not how we work in the real world. It's not a good user experienc...