Since we require our firms to move all of the clients data on AgilLink to the new firm there needs to be an easier way for the releasing firm to extract data from AgilLink. Right now they would just have to export all images without any way to ass...

Get following error when trying to delete template clients (unused and not tied to any natural client). Also, takes in excess of 3 minutes prior to error coming back. Should delete very quickly

The dollar amount that prints in numbers on the check face should be in Arial 12 Bold so that it is easier to read. This is the way it printed in DFX

I want to be able to obtain the document ID number after I upload an image so that I can directly create a relationship from a desired document. In the old DF system, we had the option to search an image or manually enter the document ID number to...

Ability to override client name on 1099's just like we are able to do so on vendor name/address

When running a report (balance sheet, income statement, etc.) in AgilLink, the tab that opens should read the name of the client and report name. For example, Andre's Demo Client/Income statement. Currently, the tab that opens is generic and reads...

If you cannot just delete the bank account from the system, at least give an error in the extraction utility.

Currently in Define Vendors > Payment Information, if there are more than 8 payment methods in the "Exclude" column, the methods overlap with the "ePay Account Information" section, making it very difficult to read. The columns should scroll or...

We get an error that something is invalid on a bank account that is inactive and can only be seen using system,client_xxx,bank-def,bank-def and must be deleted manually (ie, not in the screen).