Add GL coding and High Priority Invoice indicator to the choice of options to view on the Recurring Invoice Template screen

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...

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.

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...

Saved reports are based on users, should be saved based on a client so anyone who has access to the client can run the saved report

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...

We use Agilink for all companies and specifically touring. For touring we use the divisions feature to track expenses and income that is related to a specific tour/project. Now that I am a senior I no longer do most of my own transactions and inst...

Currently, relating a transaction show the description of the document in the related item description. It should show the transaction description instead.

Add levels to the multi client financial reporting. We run reporting for two clients combined and need the details by levels. Right now it only rolls it up to the main account and you can not see any other detail.