Presently, if you run a certain date for the bank rec, items that have not yet been cleared from previous dates are not included for clearing (left side). Anything that has not cleared on the left side of the bank rec should always appear there ev...

When processing commissions for multiple income and multiple recipients, we do it per income/project. When these transactions go to approval, it should be in the order that we entered/processed the commission and Agilink shouldn't mix it up. It wi...

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 ...

When searching across entities, it would be helpful to add the ability to search by bank routing number and bank account number in the search. This way, users can pull up like vendors/payments across clients (especially if a vendor changes their b...

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

It would be great if there is some kind of alert if the total amount of approved/pending invoices exceed the ledger balance amount to prevent overdrafts.

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...

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

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.