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

its confusing when deposits which are credits to the bank accounts on the the checkbook register are shown to the left of withdrawals. credits are generally shown to the left of debits. Generally the ability to rearrange columns is also helpful.

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...

There aren't any options to customize reports. We should be able to choose what data we want in our reports. Please refer to MIP Abila (an accounting software) that has really great reporting options

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 ...

Pending transfers should show with pending open invoices in the approval totals like it did in dfweb.

It would be nice if this option would stick. When reviewing pending items, and you make a change to an invoice, rather than going back to the same client, you need to "filter by client" again.

We need to mask recipient's tax ID's on their Copies. Legacy has option to only show last 4 digits. Amy Beason from 10029 Dunn, Pariser, & Peyrot brought this up as clients complained their whole SSN number appears through the opening of the m...

when importing payroll for employee's - we would like the check number provided by paychex system to be picked up and identified on our reports, currently the system generates "auto debit" for the check number - copy of file to be imported attached

On the BS & PL Fin Stmt Styles (Header section), the ReportDateLong token does not display the month in ALL CAPS (we tried editing the token to ALL CAPS, but the month still printed in mixed case).