I find myself having to run this cash liquidity report for it to give me adjusted balances with open invoices but not physically see what is opened. I can't click on it to see it. This should be a feature added to this report to avoid me having to...

We would like for Scan Only users to have the ability to Search and View items in AgilLink.

Currently, there is no "next" button, in order to reconcile and/or move on to the next account. Instead, the user needs to go back to the main bank reconciliations screen to choose another account to reconcile.

. A “Zero Dollar Invoice”1 would be an excellent way for us to recode invoices that were incorrectly coded in a closed period. Also, as someone who likes to export data to csv files, this would help me create better pivot tables. If I have overloo...

Have the ability to add, edit, or delete branches on the drop down list in bank accounts

(1) consolidate all transactions into one vendor (2) save time without having to search /view 2 or 3 of the same vendor fror look up on payments history

if making adjustments to a complicated JE, there's no where to look at the screen to confirm what JE you're in. Seems like an easy add-on that would help a lot.

Excel is the most used tool by Accountants: Specially for Audits, to search items not easily identified or matched, Excel capabilities like: Pivot Tables Text to Column Search Math operations Conditional formating The list could go on for pages I...

Field is locked once you have submit the page

In the pending invoice section, we should have an option to view a client's activity by banks. Several clients have accounts with different banks from which we pay vendors. This addition will greatly simplify the process of viewing and reviewing t...