run reports: choose the client in the reportings page instead of having to go back to home to change the client

When you receive a contract with the total amount due to be paid in installments, having the ability to add the total payment due instead of the number of re-occurrences would be helpful to avoid overpaying the contract, or at least flag there is ...

Currently the alerts page only shows the client number, and not the client's name or group. The spelled-out client name and group should be shown by default, so that the user does not need to look up the client by number.

I would think one is going to the check register to find a certain transaction. Rather than having to scroll down, or sort by fields (and then still scroll), it would be easier for the user to type in a keyword.

after adding a bank to the list- it does not auto sort - you have to manaully move one space at a time -

Firm states that they are limited to 10 digits when entering acct. numbers. Since government checks are 12 digits, they need 2 more characters added.

useful because it allows you to place the Main checking account on the top if say a Money Market or Pocket account is on the top, and you can match the order across all of you clients so that the top one is Main Checking, then Pocket, Then Money M...

Are there any plans to add more Levels in the not too distant future? We have a client that wants to go beyond the three available.

The auto-recon "Enter Clients" list will disappear if I go into another window and take some time to fix a problem with that client. When I go back to auto-recons, the list I've typed in has disappeared and I have to start over again typing in the...

Users should not be able to run reports when they have too many open periods in AgilLink. We should limited the process to a time period that we know the database can handle.