Book balance should populate as of GL Date and not current-date book balance. Today’s book balance is irrelevant to the bank rec process being performed. It provides no usable information for this feature.

Since agilink did enhancements it is very difficult to switch between clients. there should be a drop down list for each user on the clients they use

When certain key fields are changed on vendors, such as name, address, "vendor account" reference, and any of the banking information at a minimum, any open invoices for that vendor need to go back to start of workflow. (Changing default GL coding...

When investigating the status of outgoing electronic transactions, it should be simpler to locate the applicable groups or client entities for setting filters. it's a more precise or a "starts with" in those fields now. Throughout AGL most of the ...

Can we Add an Associate Immediately to Documents Upload to the multiple documents upload page?

I think a huge miss with this is not showing a previous statement balance and new statement balance. When we upload the statements for our credit cards and enter the transactions it's very hidden on the bottom that there is a balance off. It allow...

Currently the ledger report separates transactions coded to levels or not for the same GL and gives separate totals for all. the ability to consolidate these and get one total with a level description column would save time for clients looking to ...

In search images and transactions, finding the "search all categories" is not intuitive as it is buried in the "Advanced search" option in the bottom of the page. Develop a way to make the more obvious or perhaps make it its own page.

Could we put in the ability to check a bank account, as its being entered in the Bank Definition page, to confirm it doesn't exist on any other client? If it does exist on another client can an error message be presented saying "This account has a...

Deposit Report - Showing Items that have been approved/reviewed