Please add the following additional tokens, which would be used for financial statement styles headings, as well as when creating columns (Legacy gap, which is essential to add in for client reporting's): Month and Day – Example: December 31 Year ...

If we have a client who writes a lot of pocket checks, it would be more time efficient if the copy of the cashed pocket check could either be tied to the bank reconciliation transaction (so that we can see the check as we code/reconcile) or in the...

For invoices that are in the "Rejected Invoices" screen, it would be great to add a column showing the user & comments of why the invoice was rejected (instead of having to go into each invoices details tab and scroll down to locate the who re...

In the Legacy system our clients were able to see the history of payments prior to approving etc. In AgilLink unless we make them an internal user all they can do is approve bills.

When recurring bills generate they should go into the “to enter” section, not to review

Would like the deposit ticket to be defaulted as checked when a deposit slip is being generated.

While in pending category, notes are able to be seeing without going into the invoice.

If one does a search to look for a specific invoice, the cancelled invoices with zero amounts show up which is confusing and makes finding the real transaction more difficult

When a user selects a saved report, it loads certain information, such as columns, options etc... When a user then chooses a template client, it reloads the page and removes all settings from the saved report. Please retain the saved report settings

It's cumbersome to remember to turn off deposit ticket. Make a firm setting or it should save you turning it off by session.