The cash transaction summary report only shows the final balance of the GL accounts for the chosen period of time(usually year end balance). Would like to see the balance for each month of the chosen period.

Having the ability to create levels and vendors on the fly for journals and intercompany journals would save a ton of time. Currently users need to open up a second tab to create either and then go back into the transaction. Users can currently se...

Would like feature to choose a financial template style for Multiclient financials and also to choose a date range like for quarters.

It would be nice to be able to upload form 1098 and forms 1042s to the IRS FIRE system using Agillink data of payments (for 1042s reporting) and receipts (for 1098). Having to go to a 3rd party form producer is cumbersome and error prone. It seems...

In Legacy, there would be an error message generated on the screen if an international wire was paid after the wire cutoff time. Can that feature be added to AgilLink so that we know instantly if that wire needs to be reprocessed the following day...

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...

In Invoice approval process we can only sort by GL Codes. it would be helpful if we can also sort by Levels along with GL Codes. In datafaction legacy, divisions were sorted with the account codes, which helped with review process especially with ...

Give clients the ability to allow memorization coding of Levels on the CC Review Statement screen

Enforcing consistency at the firm level is generally good but in some cases it may be more desirable to give the option for the recordation method to be controlled separately since it affects Cash Flow report presentation. Using Deposit/Receipt ca...

When searching across entities, it would be helpful to add the ability to search by bank routing number and bank account number in the search. This way, users can pull up like vendors/payments across clients (especially if a vendor changes their b...