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.

Provide an option to run the 1099 transaction report in summary mode to get a quick count of all the 1099 documents, amounts, clients, vendors are being generated before actually printing or generating an eFile.

Currently in Report Automation, when a user clicks on the three dots, the only options are "Edit" and "Reopen Periods." The only way to delete a Report Automation template is to go into Edit, then to the 2nd page of the template. The "Delete" func...

When users are entering stop payments in AgilLink the "Send to Bank" option should be checked by default.

It would be helpful if the image does not disappear when you click on any other menu option. Having the bank statement image opened helps in reconciling the bank account instead of printing and/or saving the document!

When users login via the mobile app the system does not record their login. In the user logs it only shows last login for the site and not the app.

Whenever I export a rollup report to excel and want to copy the data to a new sheet, it also copies all of the hidden detail rows. This negates the whole point of running a rollup report which is to be able to view and manipulate the data from the...

Inter & Intra client transfers between CNB accounts that were paid via ACH/WIRE in legacy did not generate incoming ACH/WIRE notifications in Legacy. The firm would like to suppress these notifications in AgilLInk as well, like they're suppres...

Like in Imaging . Would save time when looking through past payments whereas now you must cancel and then select the next image to view

All of our recurring invoices go through the Review workflow, but we still have to go back into each item and re-approve the invoice before it can move to the next step in the workflow