Firms tend to include the bank recs with their monthly cash flows, and they do not wish to have the full bank account numbers shown/included.

In the Admin Report, “Bank Reconciliation Status,” you can currently run by clients. Can we add an option to run by list and/or group, as users and admins want the ability to audit a certain desk or client group to see when the last time bank recs...

It is especially important when drilling down to invoices by client. The vendors are in some random order which doesn't make sense so I have to always sort by vendor name in order to get it to alpha order to quickly find the vendor I want.

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.).

AgilLink should auto-assign Customer ID to AR Customer similar to Payor and vendor ID

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

Client is asking to add a "print" button in the reconcile accts. section. Also, to add the ability to combine all reports into one PDF.

create a report of setup SWIFT codes

In AgilLink, when checks print without a signature when a signature is available, users often have questions as to why. Currently, there is effectively only one reason: "Rejected by user", which indicates that the "Print Laser Signature" option is...

When recording net payroll direct deposit into two different bank accounts, the system will not allow you to record the amounts deposited in both bank accounts as shown on the attachment. You have to record the amount deposited in one of the acco...