RA is limited to only allow one schedule per template. You can add the saved reports on the first set-up page but will only allow one schedule per template on the next page.

Rit from Cal Financial would like to be able to upload a budget into AgilLink. It is much easier for them to manipulate budgets offline in excel and upload into AgilLink rather than making them in AgilLink which can be cumbersome.

It is common to run into realizing you are in a closed period and need to open, or vice versa, when running reports or entering/updating transactions. This would be super efficient as we would not have to open a new tab or leave what we're working...

I use the search button on the landing page to sort ideas by subject. Upon viewing a full idea, there is no way to go back to the previous screen that I came from, the list of ideas on a specific subject. It would be nice to have a back arrow on t...

It would be great if there was an option which would allow us to email 1099s to vendors through Agilink (rather than having to print and mail them or save the pdf and email manually)

If red font was used for any negative balances on the home page, it would be easier to manage bank accounts.

After a payment is made, nothing besides the expense account can be changed. There have been several times that a date needed to be changed on an invoice, but since the payment was already processed, it can't be changed. For autodrafts, sometimes ...

This would be extremely useful as there is currently no option to save any sort of report.

"Show current year earnings" was always checked as the default on the balance sheet. This recently changed without any advance warning. We recently "printed" our clients financials and had to reprint them because we did not catch this change. Plea...

Add the Category ID to the Agillink – Same as what is / was in Imaging. We have so many new firm merging that this would help our users until we remove the unwanted ones. Add pre/suffix to category ids when clients are transferred