We run the Auto Bank Rec reports for all the bank accounts on a set of books, and save the bank rec reports for each account in AgilLink under a Bank Rec category. When we run the report for all bank accounts, all the reports are in 1 pdf and ther...

Give users the option to include the detail description on the cashflow report. Several firms feel this would be beneficial when providing this report to the end client for review as they utilize the detail description on GL breakouts.

Legacy provides a report that allows us to view upcoming recurring invoices by their scheduled generation date. This is an invaluable report due to the sheer volume of the repetitives that we have to manage.

It would be helpful to separate On Hold from invoices needing approval. Without this, I'm having to open up invoices in To Approve to see what truly needs approval or is waiting on new information.

Cash Flow – the ability to insert your own name or maybe the option for the Firm settings to set the Cash Flow descriptive name other than “Statement of Deposits and Payments”

Right now, if I have run a report (income statement, balance sheet, etc), and I make a change somewhere in AL then hit refresh, the report does not actually update. The refresh button should actually pull the latest information for the report.

The ability to have totals broken out for each level would be very helpful (i.e. Utilities for multiple houses) instead of having all transactions for each level lumped into one total.

I would like the ability to see when I am mandatory vs optional on approvals

It was extremely useful to show the history of what changed on an A/P invoice item. It doesn't appear to show anywhere on the detail screens in AGL.

Would be great if we could add an email/emails as we process as wire or ACH so that when released and the system confirms a successful transfer, AgilLink automatically sent a notification that it was processed successfully. Could save time for rea...