When searching, it currently defaults to oldest first. We are far more likely to be searching for something recent than the first few things ever entered into Agillink. This adds extra difficulty when there are more than 1000 lines of results, sin...

Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.

When creating a recurring invoice, the GL accounts are added in a specific order (line 1, 2, 3, 4 etc). This order should be Static but after the recurring invoice is generated, the order of the GL Accounts are mixed up (3, 2, 4, 1). It should be ...

To be able to edit the code setup (category, sub category and type), without having to reopen the books to the beginning, would save a lot of time, especially when the code has not yet been used. Example - changing the code from a detail stand alo...

Currently all bank accounts, active and inactive, appear on the Entitlements page. It would be nice if there was an option to display only active accounts, or if there was a column dedicated its status.

Need the ability to restrict seeing Bank Account and Ledger Balances This should exist on the User Role page so that BOTH view only and internal users can make this selection. Many family offices want Users to enter invoices but do not want them t...

Currently, Report Automation does not launch a separate window while running. If it's a large client set, AgilLink will timeout and the reprorts will generate. Allow reports to gerenate in separate window and inform user when completed (we do some...

Currently on the Define Vendors screen, you can choose a "Pay Only From Bank," to ensure that a vendor is always paid out of the correct account. If a "Deposit Only to Bank" feature can be added to the "Define Payors" page, this would ensure that ...

Firm Settings should include ability to force 1099 election when setting up new Vendor

Within Business Suite, users can run specific wire detail reports which give detailed information on wires that have been sent. Currently, AgilLink users will need to drill down into an invoice to get specific details. Users have asked to have a w...