We keep the books for a lot of clients for both their personal & business - we should have the option to have a budget that includes both of these in one report/ budget. We are currently doing this in excel and it would save time to be able to...

Front page ledger balance should reflect the book balance which includes all processed transactions unapproved/approved/not yet released/post dated. This will save time. It eliminates the constant need to run a liquidity report and therefore will ...

Several banks have different routing numbers when receiving ach's vs. wires. It would be great if in the Payment Method section of the vendor def there was a field for ach routing numbers and a separate field for wire routing numbers. And then bas...

Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...

When you click the "New" button to create a document relationship from a transaction, i.e. the details tab of an invoice, a search window opens up showing basic search. The advanced search option should be added to this page to allow multiple cate...

Add Column to journal entry screen to include Vendor. Currently only able to apply vendor if 1099 eligible. Client would like the ability to add this within the journal entry screen and on the credit card transactions. Many clients pay certain bil...

sometimes you only have part of the number or you may use the same number for commissions, you can then search for all of the SX0225 commission payments whether it's SX0225gary or SX0225neil.

Our Complance Team, asked to receive a listing of custodied bank accounts grouped by unique entity including their bank balances, number of accounts, and region of business. I was able to run the admin report "Bank Account Listing" to obtain the i...

Currently we have to begin to type a number or a name to get the list of possible clients to populate. It would be nice to be able to click and have all our clients populate in an alpha or numeric list that we can then select from, with the abilit...

Currently, relating a transaction show the description of the document in the related item description. It should show the transaction description instead.