When running bank reconciliations on legacy datafaction. Outstanding checks that were voided had a little note in parentheses indicating the check was voided on a specific date. Modern AgilLink lacks this feature causing delays completing recs and...

Is there a way to open an internal calculator in Agilink?

In AgilLink, users may opt to pay multiple payments for the same payment method and vendor with one check, as opposed to one check for each invoice. For example, if a client had three invoices of $50 for Home Depot with payment method check, a use...

Currently only one invoice description is shown on the ACH e-mail notification the vendor receives.

This is an option for much of the external reporting but for some reason not Trial Balances. Most employees are used to working through client ID's rather than company/family names.

It would be helpful to have additional filters or features when defining a client list. There are times when we would like to run report automation across entities based on the proto or clients. Can we get a button that pulls in all entities based...

When submitting a new transaction, AgilLink provides a success banner with the transaction ID. it would save time if the banner contained a hyperlink to the transaction to pull it back up vs. having to enter it manually

AgilLink currently prohibits levels from being applied to cash accounts. We need to code all accounts and balances to levels in order to get a proper representation of assets for our clients

Would like to run a comparative balance sheet using a "Beginning of Fiscal Year End" column. Currently you can create a custom report using Balance Sheet amount at prior year end - but then current year earnings are displayed so the comparative pa...

If a deposit is posted and coded to a G/L account - you cannot update this deposit to be applied to an A/R Invoice instead. You have to delete the deposit and re-enter it. You should be able to edit the deposit without having to start from scratch.