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.

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.

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.

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.

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...

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...

I needed to book Credit Card statements as JEs instead of invoices/payments. So I changed the 'Accounting Mode' in the CC set-up, and once coding was done, it created the JEs. However, upon searching for those JEs, the Image # does not appear in t...

Allow updating account number in bank def and maintain previous bank rec data.

Add an option to execute recurring AP invoices on a quarterly basis