Currently, only the detail accounts show on ledger reports, and without the round up account, unless you are familiar with the GL code, the detail accounts are useless. When printing ledgers for the owners of the company, all they see are the GL a...

Add a subtotal section when running the credit crd. import report & sorting by GL code. Subtotal not appearing in the split side of the report.

I would like to have an option whether or not a specific external approver can see the GL coding on an invoices.

Book and bank balances display on the "Pay Invoices" page and it is the same function. The only difference is one of them send a wire/ach and the other issues a check. It helps to see bank and book balances so we are not overdrawing an account whe...

Currently the stop payment report, once ran, doesn't tell you if said report includes stop payment items that were sent to the bank or not. We should add a column to the report that reads "Sent to Bank?" Yes or no, or possibly a check mark to say ...

Invoices generated from a recurring definition that require an image replacement should be restricted from leaving the review step without the image being replaced. Users find out the image needs to be replaced in the to Pay inbox rather than the ...

Add the ability to run auto bank-rec by Groups. Currently need to enter one client at a time. Would be much more efficient if user can run for a group of clients

Currently, each time a user goes into a specific account, reconciles and comes back to the list of all accounts, AgilLink recalculates balances for every account. If a user has many accounts in the list, the process can be very slow and inefficien...

When analyzing cash balances on the liquidity report, it is helpful to know the total of what open AP invoices exist and what cash would be if those were paid.