It would be more convenient if we can upload the all the transactions prepare in excel for once instead of needing to go back to the journal and add the intercompany transactions after the uploading, and also to avoid possibility of forgetting to ...

The ability to run many vendor reports across clients all at once can significantly speed up 1099 verification and reconciliation process Vendor listing - audit 1099 details

Global BM would like a split all documents feature when scanning in deposits to process. Instead of splitting the batch one by one they would like to have it be able to split all at once.

The current way to set up FBO and/or intermediary bank for domestic wires is by clicking on "Additional Payment Information." Ideally, it would be best for this information to come up on the Payments page automatically, if the Domestic Wire paymen...

Bank connection with Wells Fargo to be able to send ACH payments through AgilLink.

Have an admin report to confirm if there are any exceptions of clients who are not using the firm settings regarding image requirements (per the new release)

Add the ability to see if CNB credit cards have been entitled on the entitlements page (to confirm that the activity and PDF's of statements are automatically imported into AgilLink).

Payments made for one, many or all clients showing client code, client name, date, payee, amount, check/pmt#, payment method, bank acct#, bank name, user making payment (with filter for payment method)

In Legacy you were able to update the date on an old substitution without having to pick all the options over again. Greg from AGS would like the ability to do that in AgilLink after a delegation gets created for the first time. Having the ability...

See highlighted attached. You should add the "Ledger Activity" total for the period of the ledger you are running. Otherwise, to get the total, you have to add up month by month manually. This was a great feature in DFX, especially when calculatin...