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.

Would like AgilLink to run a report by GL codes grouped by vendors.

Users would like a report that shows the approvals done by Invoice across all payment methods.

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Don't know exactly what each role controls, they need to be defined.