Users construct Report Automation Templates by selecting Saved Reports that reference Financial Statement Styles. This creates a link between Financial Statement Styles and Report Automation Templates that prevents the user from being able to dele...

When splitting a credit card to an entity that uses levels, the title of those levels should show up (instead of the standard Level 1, etc.).

I need to be able to see how old invoices are in relation to the due date of the invoice. The only option I have is to show the aging of each invoice in relation to the Invoice Date

Prevent journal entries from making adjustments to reconciled cash accounts. Or at least create a warning that the journal entry is impacting a reconciled bank account.

Is there anyway to increase the number of characters in the description line? There’s no way we can properly bill with only 100 characters. I cannot even use multiple lines as it requires quantity and unit price to be greater than 0. This is a ser...

Ability to change the view to filter by group, instead of viewing all clients. I can select to only view certain clients/ groups

When we make a change and recode an a expense or any transaction we want to be able to refresh our P&L to see it reflect the update. Right now, after I have made my changes, I have to re-run a completely new P&L to make sure my updates are...

Want a report of deposits done on a day not based on the accounting date, but entry date

It would make sense to have the "Transfer Funds Template" and "Transfer Funds" processes under Banking (and a column for Transfers), instead of under Transactions - Journal Entries

In Datafaction, we were able to directly paste multiple lines of data from Excel into the coding section of journals/invoices. This essential feature is missing in AgilLink and would provide a valuable alternative on days when Journal Upload does ...