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

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.

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

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

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

Right now the approve link there only takes you to invoices. You constantly have to go back to the home page to reach the transfer approval section.

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...

QB allows changing the memo field at any time when using the an existing vendor. Agillink currently makes it so you have to go into the vendor profile and change the description (which is actually the check memo field) and essentially locking all ...

Would allow you to create the duplicates you need while uploading a batch of images, and can be especially useful if an image is being used for multiple clients.