When journal entries are submitted from the To Enter Screen, it would be great if there was an option to print the journal report for that entry right there. We print all individual journal entries after submission, so a button to print it at the ...

It would be awesome if we could click to run a quick last 12-month GL activity report while viewing a GL code, either while in a transaction or while in COA. For example, while coding out a credit card bill, if we're unsure how we've coded a certa...

Whenever a deposit it pulled up, there is a delete button at the bottom of the window, but unless you are on the "record deposits" page when you pull up the invoice, the button does nothing! If you select a deposit from a ledger report, there is a...

Legacy gap - Loan amortization schedule

There should be an option to copy a link where one would normally email links so that it can be quickly and easily shared via MS Teams.

Approvers would like the routing and account numbers in the approval screen to stand out more. Could be a bigger font, a different color, etc.

I am receiving complaints from clients that the password needs to reset too frequently. If possible, please extend this time frame. Thanks,

Have the ability to choose which entities and reports will have levels. Currently if you are including levels in Report Automation, it is the same across the board on all clients. Example - Choosing Level 1 with a report template that includes the...

I think it would be helpful to be able to do calculations directly within AgilLink when paying an invoice/booking a deposit. For example: if I'm coding out an invoice with 25 invoices and 5 of them are all say airfare expenses, I would like to be ...

Give firms the ability to setup global vendors that can be copied to clients, thus saving time of re-entering the same vendor into multiple clients. Other key advantages to this feature from legacy were the ability to update global vendor names/ad...