Sometimes invoice numbers are incorrect - would really like to be able to update them after payment

Once transactions are fully approved (wires and ACH's), there should be no need to do the extra step of releasing them. This is extra work. Full approval means it is good to go.

Many times I copy and paste client emails to insert as notes on invoices. AgilLink doesn't allow me to keep the email format making the note very messy and ineligible

Requesting to have the decimal points more than 2. We have commissions that needs to be set 5 decimal points. For example, .04125 rounds up to .04 percent currently. That's $4,000 vs. $4,125 on $100,000.

The vendor report shows the level ID, not the level name. It would be helpful to see the name in this report, especially if we are just using consecutive numbers for our level ID's.

The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...

Currently if you already have an image open and you click on another image, the image refreshes to the newest image. It would be very helpful to be able to look at more than one image at a time.

This would benefit any client with CNB, so that you can set up report automation for the bank rec to include statements instead of having to pull separately, you can choose what bank statements would go into it.

Add in the ability to train to ignore transactions in auto bank rec. This would particularly be incredibly useful for sweep accounts.