Replace Bank ID needs to be added so when a client switches banks, all recurring's bank IDs can be changed with one command

The ability to mass export client chart of accounts helps us create automation templates. Currently we have to export one by one.

We would like to be able to disable the feature that changes the formatting of check amounts from written to numeric.

A user was running trial balances and came upon an issue where all the reports printed in landscape instead of portrait and took up 3 more pages. The client has only one Level and the level is state so each entry takes up only 2 letters but becaus...

Could we separate the notifications for Review, Approve & Release for internal users? I am listed on all three and I would get a LOT of emails. I actually turned it back off because I got so many. I would like to only get one category.

If the report doesn't specify the mode it was run in, someone could assume the opposite of what was run. This could potentially be quite problematic.

Only roll up accounts can be added currently. If a chart contains many stand alone accounts this can be a problem

There are times when we use an AgilLink report as an image for an AP invoice or journal entry. It would be a nice time saver to have the option to push these reports right to those inboxes, instead of having to save them on your computer and then ...

Users would like to have the option to have cover letters generate according to what template each client was tied to. This is due to different wording that is used depending on the type of entity. Example – Clients that are on the individual temp...

When an e-deposit is completed it should trigger an incoming deposit notification in agillink with images of the checks that were deposited.