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...

User needed assistance marking a check as cleared. In reference to a deposit from AgilLink client, this check needed to be marked as cleared 12/21/2021. When they tried to do so they got the error “Invoice already exists with the ID 34 for the sam...

Users were hoping to have clients 1099-INT forms uploaded from the bank automatically like they do with credit card bank statements or other bank activity.

Currently in Agilink if you go to the Edit 1099 menu, you can pull up a vendor and edit the vendor information from that menu but you cannot change the payer information. In some circumstances clients have LLC entities on their Agilink under their...

would like to see the totals or grouping just like the divisional report is exported on the Ledger but ran in consolidate/non div mode. Ex- meals on example - want to see one total and grouped by meals. Right now we're manually manipulating data i...

Users believe that the invoice number should be transmitted with payments as a way of communicating with vendors which invoice the payment is for.

in legacy we can edit/modify client information; this allows us to change the payor name to an LLC that is located within a set of personal books. This feature is missing and is needed or else we will have to setup new books for every LLC for our ...

The banking information currently cannot be included in the upload for international vendors. The upload needs to include this information, so that the user does not need to manually set up international vendors.

Just like with the vendor and bank upload, if a credit card upload could be added, that would save a lot of time with fresh setup clients

Users are looking for a way to have the Tokens on Financial statements match the rest of the Header information. Things like making the token appear in all caps instead of just capitalizing the first letter of each word.