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...

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

Create an admin role to have access to user saved reports. User saved reports are only available to a specific user and if they're out of the office or leave those reports are no longer available

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...

AR Invoices are not a default category in Search Images & Transactions. Please add category so that AR invoices can be searched without going into Enter AR Invoices.

This would be helpful when firms receive new clients via a move and have to manage the custom category that comes over. Taking the image out of that category and into another is done one by one.

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

When uploading a pdf can we have the bookmarks also imported (Similar to what DF currently offers)

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

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...