"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...

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.

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

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

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...

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

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

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.