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

Deposit Report - Showing Items that have been approved/reviewed

Add a folder to associate backup documents

voided check should have option to reuse or delete instead of going right back into approval mode

looking for sales by customer, sales by month, total sales and then by customer within that.

Detailed divisional/level printing on Income Statements should be printed based either on the number of the division/level or alphabetical, not based on which one was entered first, second, third as we are always entering new ones.

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...

Need ability to email more than 1 person using the Epay Notification email in Vendor

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

Users construct Report Automation Templates by selecting Saved Reports that reference Financial Statement Styles. This creates a link between Financial Statement Styles and Report Automation Templates that prevents the user from being able to dele...