When you Duplicate a Bank Statement and select the function "Associate Immediately" - currently AgilLink times out and crashes. It would be nice if this feature worked.

We need to search for previously paid invoices and deposits often. There are too many steps involved to find a transaction. Combined with the slow system, it is painfully long. If I am already in a client on the main page, I shouldn't have to ente...

Pre-saved “structures” for reports where we can custom set the level of drilldown into any client’s report as we please. We would like to be able to save these presets at both company, group and user level. Currently we are only able to run report...

Currently we only run consolidated comparative FS at the child level (XXXXX-X). It would be helpful to be able to run these at the parent level (XXXXX) to gain the full view of the client. To do this now a lot of manual work is needed in Excel. An...

Instead of needing to create a client list, have the ability to run Report Automation by a single client or multiple clients. Sometimes Report Automation is being used for a single client for many reports, and creating a list seems unnecessary.

A notification should be generated when an override of an invoice occurs alerting users

Give clients the ability to allow memorization coding of Levels on the CC Review Statement screen

Certain cash strapped clients would benefit from Holding on release items to ensure there's enough fund to cover.

In Legacy, there would be an error message generated on the screen if an international wire was paid after the wire cutoff time. Can that feature be added to AgilLink so that we know instantly if that wire needs to be reprocessed the following day...

I have access to several groups on my logon. It would be very helpful to select specific groups for XYZ function I'd like to run. For instance, I only want to review Pending invoices for 3 of 6 specific groups. Choosing specific clients would take...