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Status Potential for future consideration
Created by Guest
Created on Dec 10, 2019

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Changing Clients with Reports

When looking through reports (deposit reports, balance sheets, etc), when you switch between clients, Agilink should keep any prefilled out items (date ranges, etc) that you choose in the first one.

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After populating the required fields to run a balance sheet, income statement, or trial balance, and switching clients, the settings should not reset.
over 5 years ago in  0 Potential for future consideration