As these are CNB accounts, it would be great to receive the feed to be able to process auto bank recs on these accounts

Have the ability to sort accounts by financial style, GL account or description on the Schedules. Currently only available on Balance Sheet and Income Statement.

Provide a way for the administrator to see the total number of internal & external users they have licensed, how many of each are currently active and a tally of the remaining unused licenses of each type they have. Possible ways to do this ar...

If a credit card is tied to a repetitive, after it has been coded out, it automatically goes into the "To Approve" inbox, instead of staying in the "To Review" inbox with the rest of the repetitives. It would make sense if it remained in the "To R...

we need drop down menus for divisions (among other entry boxes) so that we can see a list of all available options for that entry versus trying to guess what to type to pull up the right choice. Forward slash sometimes pulls up a list, but most of...

For example, I'd like to be able to minimize all accounts I don't work on and have agilink save those settings for my login so I don't have to keep minimizing everyone else's clients every single time my page refreshes.

We need the ability to replace images on paid invoices. Not sure why it was removed. Especially if we are post dating checks or processing recurring invoices with an old image due to the fact that we have not received the current statements yet. I...

In AgilLink, under the tab Admin, Clients - it would be helpful for us to have a 4th Level under Detail. We currently have 3 Levels set up but would like a 4th Level to filter with. Thank you.

It would be insanely useful to be able to filter which line items need to have bank accounts updated since some don't see to automatically take to some of the client's new bank despite being an option in the dropdown. Similar to how when a GL line...

I have access to all the clients because I'm an admin but I only work on a few of clients. Agilink needs to mirror the workflow email notifications like Datafaction where you only get the emails if you are an approver on the client. Right now I ge...