On some fields in Agilink, you can search by any word in the client name, but in other fields, it has to be the first few letters? For instance, I am doing the JEs to book opening cash balances. The screen to upload would not locate The Whitney Ho...

I'd like to transfer money from one account (business) to another account (personal) for my client, the same way it can be done on the CNB website. It should be as simple as: Transfer from account: X Transfer to account: X Transfer amount: X Trans...

There are certain categories which become effectively useless if a user is not required to include a description (not a secondary field, the primary system enforced description). For example, those created for "backup", without a description at th...

Allow the user to select a start and end date to run a financial statement.

When a user has access to workflow override user role there should be a button in the pending page that allows you to override check workflow. this button no longer appears.

This is necessary for payment plans for tours (ie. bus payments over the course of 8 weeks). In DF you would be able to enter all your tour invoices for the whole tour in advance. You would enter the invoice date as the earliest date DF would allo...

Please reinstate the feature that shows who approved prior invoices. It's currently not showing and is helpful when you see the history of approvals.

It may have seemed like an intuitive place to put this button, having it between the bank and the ledger transactions, but practically, when using the bank rec module, it simply is not intuitive. My assistant and I both keep wanting to go to the b...

If there was an ability to set up workflow by bank account, that would be incredibly helpful. This would be for cases where different users need to approve for just a specific bank account for a client/entity (production, client trust, etc.). Havi...

Currently, the only options are "All Clients," "Enter Clients" or "Client List." Having the ability to run a group or groups, would make the need to create a client list unnecessary in many cases.