There are times that a $0 invoice needs to be entered. Legacy allowed this but I cannot approve a $0 invoice in Agillink.

When processing an invoice where the funds are deposited into another client code, currently we can only set up the deposit side to code to 1 gl number. When processing the invoice, we need to be able to set up the auto book to deposit and record ...

Allow Parenthesis in Account Description in General Ledger

Reported by Marco Hernandez from PTD. Exports fine to Excel and displays fine in view mode. Product team advised to log enhancement request for it.

If there was an ability to set up workflow by bank account, that would be incredibly helpful. This would be for cases where different users need to approve for just a specific bank account for a client/entity (production, client trust, etc.). Havi...

On some fields in Agilink, you can search by any word in the client name, but in other fields, it has to be the first few letters? For instance, I am doing the JEs to book opening cash balances. The screen to upload would not locate The Whitney Ho...

Ability to select a date range when doing image exports similar to what Legacy has. Currently it will retrieve all images.

Currently, the only options are "All Clients," "Enter Clients" or "Client List." Having the ability to run a group or groups, would make the need to create a client list unnecessary in many cases.

Add multiple lines for level descriptions, that way we can add the breaks where we need them. Making the reports with levels more functional.

Currently we rescan the Bank Rec Report and Bank Statement attaching them together. For CNB statements can the Bank Statement and Bank Rec Report be linked together. When a bank rec report is ran it would be helpful to also see the Bank Statement....