Users would like the ability to run the Trial Balance report with four columns; the beginning balance, ending balance, credits, and debits.

option to page break after Total income and Expense.

The legacy bank rec report includes outstanding transactions as separate in/out lines closer to the bank balance rather that just an adjusted bank balance like you get in AgilLink. It would be nice to be able to choose between both formatting options

Allow users to drill down into admin reports using specific client groups for better client management and account tracking.

00839117

If the user has access to all clients and then delegates for a user they see some clients listed twice in the quick approve page. We would like this changed so it only appears once if the user has to approve it at a later step then it should re-ap...

The Income Statement and Balance sheet show the date the report is run in the heading instead of the date of the financial period being covered.

Currently when an approver is delegated in AgilLink, the affected user(s) are emailed. There is no equivalent when adding or removing an approver in a workflow. Approvers would like to receive such an email, especially if they are already an appro...

Is this on our roadmap to have clients pull these reports themselves? I pull these reports in sql for the acct managers who share them with the firms. It's a break down of payments, payment method and number of invoices per client. The report was ...

Adding the ability to run specific GL codes across multiple entities (even the entire firm) would be very helpful for tracking/firm compliance purposes.