Firms commonly ask if they can allow multiple optional approvers, as long as they don't approve their own items. Example: "I would like to grant Step 2 Approval to Yana & Christina, provided there is a way to keep them from approving (the few)...

Add "wizards" for creating bills, workflow, clients, and other tasks that require users to visit multiple screens. The more screens and pages that a user must visit, the more complicated the setup is perceived. Complicated setup reduces ease of us...

When trying to delete a deposit the clear date will be blank but the item is still included in an auto reconcile, thus adding extra steps for us to delete deposit. We should be able to remove the clear date, submit, and then delete.

"VID" / VENDOR ID column in the to APPROVE INVOICES inbox.

Time keeping capabilities in Agilink to track hours worked, PTO, vacation and etc.

Custom logos. It would be great to run this enhancement as a letter that coincides with bank account balance as of x date sorted by client group. summarizing the month end bank balances from the prior month all in Agilink instead of having to inpu...

Users would like the option to save or auto fill dates in the Reconcile - Auto screen when selecting All Clients or Enter clients from the drop down. This would save time when reconciling the same month on multiple clients (i.e. Reconciling Octobe...

CLICK A SYNC BUTTON FOR CREDIT CARD ACTIVITY TO DOWNLOAD. SAME AS IN WHAT QB HAS BEEN DOING.

To be able to search for an Image or Transaction by selecting a user name that uploaded or entered the item would be extremely helpful, as I often want to see what a particular person has done within a Category or date range.