Add a total roll up section in a GL Report. Client wants to see a recap of the debit & credit totals at the end of the report. They also want a "Compression" report added. Both features currently exist in Legacy.

This is useful for when a client is in the last approver step and they approve the invoice but add a note to it. The user paying the invoice can see that a note has been added.

We run the Auto Bank Rec reports for all the bank accounts on a set of books, and save the bank rec reports for each account in AgilLink under a Bank Rec category. When we run the report for all bank accounts, all the reports are in 1 pdf and ther...

Run a Multi-Client Income Statement that supports Levels or use Report Automation to run separate saved reports (that support levels) but combine them into a single excel workbook

Add an Alert on the Dashboard like we do for banking transactions to show the user if a Recurring Invoice failed to generate.

the print detail description - this should be available to other reports not just Cashflow - (ledger, deposit, etc)

Please add the option to sort for Recurring/Non Recurring Invoices to the Pending/ To Approve/ To Release/ To Pay screens. Right now, we can only sort that way on the To Review page - that is not a sufficient use of that utility.

When you are on the Bank Reconciliation screen there should be a link to the bank statement image

User advised that when there's a specific bank listed in the 'Pay Only From Bank' on the vendor setup, there's a bank dropdown that displays when a user tries to record a payment. While that screen may error out after the fact, it would be nice th...

Currently there is no umask password option on the AgilLink login screen. Having this feature will help users verify the password they're inputting is correct.