Saved settings don't honor the report output

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...

Would love to see A/R Aging Report as an option on the report automation so we can quickly run an Aging Report across multiple clients at the same time.

Currently, you can only filter by client in the To Review and To Pay inboxes. It'd be very helpful if we were able to filter by client group in these inboxes.

Many users would benefit from being able to see the cardholder details in the credit card processing module because it allows for higher productivity when recording credit card activity, as we will be able to see who the cardholder is directly on ...

If there could be a way for the system to distinguish between a set check vs. document/report printer, that would be very helpful, so that users do not accidentally print reports to check printers. Currently, they have to always be aware of what p...

The user wants the “Detailed Description” to show on the Deposit report & ledger. The only thing that shows up is the “description”

Submitted on behalf of Joe/Dan from Gelfand - Print the userid on the upper right corner of the check face (can even print in the blue area of the check). This is helpful when another user is picking up the printed checks and they can easily ident...

The Commissions Report type "All Deposits - Memo Only" was an option for this report in DFX, but was not moved over to AgilLink. This option is very helpful in that you can see all the deposits for the desired date range which helps ensure that no...

When a client (non-staff) places an invoice on hold, the users that are not part of that approval step need visibility to any invoice place on hold. Suggestion is to see them in the newly named Rejected/Hold inbox