After clicking cancel or submit in auto recon the list of clients selected clears out. Should also be able to change the date range for client selection and run auto recon multiple times.

It is difficult as a partner to go through the agilink balance menu and look at every account. If you want to run balances and check desks, there is no option for this just hundreds of accounts. I cannot even sort them by grouping. i have to look ...

Run NSF reports across groupings so you can quickly see what transfers need to be made across desks and/or company instead of scrolling through all accounts; it is easy to miss something. Currently there are no NSF report options.

Column heading/GL amounts alignment. Utilizing the entire amount of the page. Numbers wrapping. Suppress GL coding. Redundant columns names. Underlines.

the setup for recurring invoices is really in two parts: the enter invoices screen where you set up the description template and the GL code, and the template screen where you set up the frequency, generation date, and such things as whether the a...

Invoice history / audit report of all invoices issued, paid within a specific period

Allow for the user to age invoices based on invoice date or accounting date. Some customers are billed in advanced

Please do not round the percentage in the commissions table, some clients have commission rates that exceed the 2 digit round up.

It would be helpful if the pop-up with the document ID was a link you could copy and paste into and email. The process sometimes is done by the AM sometimes the Bookkeeper. A concern is that if a Bookkeeper does it then the AM doesn't get notified...