The general ledger should be updated to match the balance sheet/income statement drop down and selection with levels

Credit cards usually have 16 digits, however, ACH’s only pull 15 characters from the Vendor Account number.

Ability to center titles on three column balance sheet

Need to be able to indent, add page breaks, and control the font style like we did on the old financial styles

When users login via the mobile app the system does not record their login. In the user logs it only shows last login for the site and not the app.

Does not allow user to run report and chose “sort by due date” only. Once you run the report in View – you get the list below but when you chose the Due date sort it still is out of order. It looks like it is trying to sort by vendor & vendor ...

Currently AgilLink does not allow for the creation of workflow rules based on a client's bank accounts. Some external approvers only need to approve on certain bank accounts so allowing this feature would be extremely helpful.

When adding 'choices' to a considerably long list, those choices appear at the bottom. In order to alphabetize you're required to move the newly added option to its alpabetical position one spot at a time.

CNI balances not showing up on Mondays

We need to be able to create a copy from an existing journal entry. This will save a lot of time rather than typing in the journal entry line by line.