When reviewing statements, you should be able to change the payment method to automatic payment on the first page.

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.

The AR invoice notes are not being saved when creating a recurring template. These notes should be saved on the template for any future generated invoices to automatically include

Right now, all recurring invoice names have the naming convention "#TemplateName#-#DueDate#." There should be an option to change the default convention to "#TemplateName#-#InvoiceDate#.The statement date for a credit card, for example, is often m...

Create notifications for custom categories that trigger when documents are uploaded. This will be helpful for notifying the tax department that files are available for a particular client.

Should be able to view the Activity Report from the firm's start date with entitlements. Currently, if you have an changes & need to move the bank profile to another client code or you forget to check the Activity Report box, your viewing only...

Add under the Baking tab the Activity Report. Currently the only way to view this is to go to the home page & click on the blue Current Balance number. Would be more efficient to have it under the banking tab.

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