Have an admin report available to run across all (or specific) clients across the firm to see what recurring's failed to generate for a specific time, as well as what the reason was. This is so that the firm can audit and be assured that all recur...

Instead of needing to create a client list, have the ability to run Report Automation by a single client or multiple clients. Sometimes Report Automation is being used for a single client for many reports, and creating a list seems unnecessary.

When submitting a new transaction, AgilLink provides a success banner with the transaction ID. it would save time if the banner contained a hyperlink to the transaction to pull it back up vs. having to enter it manually

The Home page is showing balances of an account that is closed at CNB and has an Inactivated status in AgilLink

RA is limited to only allow one schedule per template. You can add the saved reports on the first set-up page but will only allow one schedule per template on the next page.

Count of Transactions by Client/Group for a date range (e.g., total checks, deposits, journals, etc.) Count of Transactions by User for a date range (showing which clients were worked on and totals of checks, deposits, journals, etc.)

For clients using levels, when requesting financial reports, right now there are only the choices of: Consolidated, Levels per Section, and Horizontal for printing Balance Sheet, Income Statement, Schedules, and Trial Balance reports. Attached is ...

Overview: To better serve businesses and financial professionals who handle multiple clients, we request the development of a cross-client reporting feature in Agillink. This feature would allow users to generate reports based on specific GL (...

Currently, when you make a bank account inactive, it can still be the option for a vendor as the Pay Only From Bank. This can cause issues if you then try to create an invoice for the vendor or have a recurring invoice you would like to cancel. By...

When you split a credit card within a client you cannot pay from multiple bank accounts unless you issue a check. Would be nice to use 2day epay from multiple bank accounts instead of printing and mailing a bunch of checks or having to go online t...