Can Agillink work with cnb and other banks to have live reporting on cc. rather than monthly updating the credit cards why dont you use something similar to xero where cc activity pops up next day and you can code and train where to code certain i...

A blank page that we can keep notes on the client in general (not just in each vendor but the whole client).

When generating recurring’s early, it would be nice if after you generated the recurring the invoice date would default to the current date instead of the original date. Since it keeps the original date, you must update and if you do not it will g...

When running an income statement schedule the sequence defaults to sort by the date an account was added to the COA. It should default to sort by the defined financial statement style. We should have the option to choose the sorting method, this e...

Most deposited checks are printed and not hand written. When scanning checks in mobile apps, most banks can read certain information from the scanned image. It would be great if AglLink could prefill the deposit field on the deposit screen from wh...

if a client moves to a new firm and must be recreated with new chart it is difficult to upload vendors to new client as the report is in a different order and does not include all info.

When setting up a vendor to auto-book a deposit, the auto-book on the deposit side only works if the user processing the invoice has access to the client receiving the deposit. We have account managers that will send money to other clients that ar...

When someone is subbing for employee while they are out of office, the homepage screen show all of the clients you are subbing for on one page. if you pull up a particular client you still do not see the group but all of the delegation

Allow admin to create reports only avail to certain user (instead of user creating the report themselves or having a global report).