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.

currently when documents are scanned and pulled, you have to delete each document individually, and this is time consuming.

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.

I have access to several groups on my logon. It would be very helpful to select specific groups for XYZ function I'd like to run. For instance, I only want to review Pending invoices for 3 of 6 specific groups. Choosing specific clients would take...

The dropdown list to select Transfer Templates is organized based on when the template was created. Organizing alphabetically will make it easier to identify the correct template to use. This would benefit any client with a long list of transfer t...

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”

We would like to be able to have more than one Drill Down Window at a time. Right now it appears that you can only have one drill down window and the main screen is then grayed out, not allowing us to compare drill down pop-up windows.

The check face should always be in words instead of numbers because some places do not accept checks with numbers. This has become an issue was certain organizations have rejected checks that have numbers in the check instead of written out words....

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.

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...