Currently, if there is more than one error on an uploaded JE, only one error will show up at a time, making it time-consuming to correct with multiple attempts to process the upload. It would be great if there are errors, that they all show up on ...

The current Payroll import functions do not accommodate the attachment of the an image like the Journal Upload feature does

It will be nice to have a column on the cashflow report that shows GL code and name. Perhaps you can add it as a report settings option.

We'd like to be able to run a report to track the total number of Check/ACH/Wire that we approve and release from AgilLink across all clients on a daily-weekly-monthly-yearly basis.

As a bookkeeper I want to be able to attached a document to an already existing invoice. Note: Invoice will already have other documents attached. Steps bookkeeper takes: 1. Upload document on dashboard 2. Searches for Invoice and whatever. 3. The...

When recoding an AP invoice, the date defaults to the invoice date. On cash basis clients, the date should default to the check date

Clients would like to turn on an option to auto-assign payment numbers in the record payments screen. This would prevent having to lookup the last payment number.

Accountants will benefit for this reports. We spend too much time printing each financial report (Balance Sheet, P&L, Schedules) per client and one client at the time. Same with the Cash Flows.

It would make sense to move the search for CNB bank statements under the "Banking" tab, instead of needing to go to “Search & Upload” – “Search Images & Transactions” – choose the drop-down for “Category” and choose “Statements." Under the...

Ability to run a report to see who has visibility to certain clients/groups, and include their user roles, ang log-in/log-out information