When entering a City National Bank transfer, we are required to enter a date. If the transfer is not approved by that date, then it must be updated and resubmitted. We should be able to leave the date blank so it's processed upon approval. This wo...

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 ...

Everywhere "Template" or "Definition" is used in a report it should be updated to Financial Statement Style or just "Style". This has caused a lot of confusion with users.

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

At this time, when the auto bank rec box is unchecked, all of the training rules you entered will be removed. I believe the training rules should stay even after removing the auto bank rec because without the box checked, there will be no automati...

Allow quick approval for transfer.

When copy/pasting a client's approval of an invoice, the original format (paragraph, spacing) should be maintained (see before/after attached)

Get better description of the errors when uploading invoices similar to the errors that display when uploading journals. Example involving levels- error displayed "cannot validate g/l code" when uploading invoices. Copied the same data into a jour...

This ideal will help when creating Spreadsheets or compiling data directly relating to vendors if the reports need to be added to a pivot table or other functions.