Would be really nice to be able to run multi-client financial statements (income statement / balance sheet / trial balance) at non month end dates just like you can for single client financial statements. When I try and run multi client financial ...

The current compilation and eFile generated by AgilLink is an all or nothing making it so that all 1099 forms are included in the file even though each form has a different due date. This forces us to efile all forms before the actual due date

In the client demographic, is lacking a second place for a phone number if a client/family has two numbers. For instance, one client has a cell and a Google Voice number they use for work. Another client has an int'l cell and a US cell. Currently,...

This would be extremely useful as there is currently no option to save any sort of report.

Add the Category ID to the Agillink – Same as what is / was in Imaging. We have so many new firm merging that this would help our users until we remove the unwanted ones. Add pre/suffix to category ids when clients are transferred

After you make a correction to a pending invoice, you need to "submit" it. Instead of coming back to that same invoice, it moves to the next pending invoice. You have to hit return and find the invoice again. Agilink is slow enough, that this adds...

When uploading 10 - 50+ documents at a time, sometimes we need to go back to an earlier document. Rather than clicking prev document several times and going through each document loading (sometimes taking at least 15-30 seconds per document) it wo...

Can you please add a way to scan directly into Agillink like there was in Datafation Imaging Helper? It's crazy to have to scan into a different program and then have to drag and drop into the system. Thank you!

During a deposit or recording a payment, once you choose the payor or vendor, you can no longer change the bank account. There should be an option to change the bank account during this process and even when it is saved (as long as not yet cleared...

I believe we need a way to either reopen a cancelled AR invoice or a way of changing the cancellation date. At the moment, if an AR invoice is cancelled with the wrong date, the books are off in regards to the AR GL account. Allowing the change of...