It would be useful to have the following banks as options to choose in the "Import Statements" menu: Pinnacle Bank Studio Bank

Currently you can only memorize from the current clients Chart of Accounts, however there are a lot of instances where payments are made by clients from wrong accounts. It would streamline things if a vendor could be set to use intercompany, such ...

The ability to backdate a recurring when initially setting them up, so that it can be associated with a payment that was just processed/is being recorded for an earlier date

I think when running a deposit report, there should be an optional setting to show if any commissions were made for the deposits. Perhaps a couple columns showing if the deposit had commissions and the Invoice#/Memo. This would be extremely helpfu...

Would like to have this report when doing Reconcile-Standard bank recs.

Allowing for the credit card upload file to also include GL coding and levels via CSV or Excel, allowing everything to be pre-entered in the upload on the To Enter screen, instead of just the date, amount, transaction description. This would be ex...

I would like to request the option to generate a Comparative Cashflow report that includes the prior month’s balance, the current balance, and the difference between the two.

When doing an international wire transfer, to a country that doesn't use cents example Bora Bora. Without the client having to know which counties don't use cents. is there a way to round it when creating the wire transfer to avoid the wire gettin...

There should be an "Wire Ready to Release" option only.

A feature to allow users to track when Bank Statements and Credit Card statements and credit card data arrive in AgilLink. This will allow them to know when things have been delayed or are missing easier so they can bring it to our attention. At t...