We currently don't have a report on the front end that shows active users and their roles. However firms can get a list of active users in AgilLink by accessing Admin > Users and clicking search.

You should be able to save a reconciled bank rec in the client so that you can easily pull the reconciliation without going to the paper copy to find outstanding transcation from the prior month. This was something that was available in the Legacy...

This would be useful for a user's billing/timesheet purposes, which would include the client code in the approval view, the number of invoices per entity, as well as the ability to create a printable version of the report.

Our monthly reporting package includes payment register with full accounting detail. Please include in report automation options.

Users would like to have a higher limit on the PDF size that can be uploaded through the Drag and Drop upload on the Agilink homepage. It takes time to attempt to upload only to find a few files are much too large to upload in that manner and then...

Show the rollup account description when searching accounts during Record Deposits

Currently the ledger reports are printing in portrait mode only so that all the information is in these big blocks. It would be easier to read if it was in landscape mode so that each transaction only takes up one or two lines. Basically, it shoul...

clients (KBLR) want the option to suppress zero balance accounts

Provide the ability to create a new customer directly from the AR invoice creation page. Right now I have to navigate to the Customers page each time I need to create a new customer. This should be similar to the ability to create a new vendor fro...

Add a section where we can include Payment instructions on AR invoices