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...

When approving invoices, you have the option to notify someone when holding or rejecting an invoice, but not if you are approving. This would be handy (and was available in Imaging) to let a partner or someone know you have approved, remind a book...

A user is concerned with the prospect of users being able to print checks over and over without the use of Reprint Check because the print screen does not disappear after a print and it allows the saving of the check to PDF. In Legacy when you hit...

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...

In the old Datafaction we were able to export general ledger data into .xls format and into .csv format. The .csv format export option does not seem to be available in agillink. this is an extremely important report to have as the data can be mani...

Why are monthly totals checked off as the default setting when running ledger reports.? We would prefer this option be on the Firm Settings. Thanks,