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...

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.

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.

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...

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.

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.

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.

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...