Allow users to update username without inactivating

Currently, when a payment or cash receipt is booked to intercompany, the vendor or payor does not appear on the ITC's GL, only the information entered to the description is transferred to other books. Having the detail of the vendor being paid or ...

You cannot code AR revenue lines to be 1099'd

I checked the box for “Show time and date in footer” however, it only time and date stamps when I select the PDF export option. This is a current limitation in AgilLink. Please accept this enhancement request to get the footer information listed v...

It's not helpful to search for an investment statement by its scan date. We need to be able to quickly search for a specific statement by entering the statement date and/or date range.

When conducting transactions in AgilLink the time stamps are all in PT even if a user has changed their profile to ET.

We should be able to add touring budgets and print budget to actual reports. Each will be assigned to a level 1 TOUR DIVISION. Reporting may just be a variation of the income statement.

Could we put in a suggestion to Agillink to update their Excel Cash Flows, so that the beginning and ending cash are formatted as numbers?

Levels are displayed on financial statements as different columns vs. being displayed as part of the GL structure on the left hand side.

There does not appear to be any way to replace the image for a credit card statement that has been approved and paid with the Auto-Debit. Tried searching several different ways and, rather than delete and re-process, wound up just "relating" the n...