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 user ID for who did what action in the Activity Tab of the Invoice would better help audit who did what.

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...

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.

Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...

Client would like to set up an automatic transfers on AgilLink. For example, a specific amount on the 1st and 15th of every month from checking to savings account.

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”

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...

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

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.