We are trying to clean up calendars and want to know what clients are associated with each ID It would be nice if this error gave us the clients that are associated so we can change them then delete this ID

Would be nice to be able to set this on the client level as different desks work differently within the same firm. This preference is wildly different from one desk to another. It's a hinderance to turn if off on desks that don't reconcile frequen...

As email has gone away as a validation method for 2fa we need to make sure that either Token or Mobile is required before a user can be submitted and email is set to non-required.

If the current ledger balances could be integrated with the chart of accounts this would be a huge time saver. Constantly having to pop into another screen and run GL reports to ensure we're coding something properly is time consuming. For example...

I think there should be a Master search without having to pick a specific tab.

When searching images and transactions Check # for payment types other than checks do not appear. AgilLink assigns check numbers to these payments but they do not show in the search results

The ability to on the Record Deposits menu to have the check be electronically sent to the bank to be deposited instead of needing to scan the check for the deposit in Agilink and then scan it again for a separate program to E-Deposit it. This wou...

The bank Definition for CNBNYPARK is incorrect and the bank name should be correct to read as: CITY NATIONAL BANK, and the rest should be all CAPS. I already advised him to change the branch name to custom to make the fields editable, but wanted t...

When I'm searching for a journal, I don't believe it should matter whether it was created as a standalone JE or as an ICT. Currently an ICT does not show up in a journal search

Sometimes clients, specifically managers, need a report pulled for a date range outside of the closed periods. Would be helpful to be able to choose a date range.