We have Payors we need to mark agent commissions for 1099-NEC each time we record a deposit. It would be extremely helpful if we could setup in Define Payor the coding lines we need to mark for 1099s so that we don't have to remember each time we ...

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.

When associating a deposit image immediately, once completed, the program goes back to the upload screen rather than giving the option of printing a deposit ticket/slip. You then have to back to the deposit to bring up the ticket print option screen.

Currently report automation can only be run by client list. It would save a lot of time if it could also be run by client groups, as those groups are already set up by client and/or desk.

When drilling down into financials and recoding items, it would be great to then be able to refresh the financial, same as can be done with a ledger in view mode, rather than having to re-run the entire thing again.

Create a deposits in transit admin report so we can automatically see which checks have not been deposited at the bank.

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

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

Currently we only run consolidated comparative FS at the child level (XXXXX-X). It would be helpful to be able to run these at the parent level (XXXXX) to gain the full view of the client. To do this now a lot of manual work is needed in Excel. An...

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