Give administrators the ability to allow View Only Users to view the Recurring invoice Template screen. Firms will use this to allow their client services team to audit the recurring invoices and make sure all recurring invoices are setup for clie...

The vendor report shows the level ID, not the level name. It would be helpful to see the name in this report, especially if we are just using consecutive numbers for our level ID's.

Many times I copy and paste client emails to insert as notes on invoices. AgilLink doesn't allow me to keep the email format making the note very messy and ineligible

When searching custom categories in Historical Search, the main description field is not displayed. That means you must open each document in the search to know what it is.

When matching up charges in an Auto Bank Rec, some of the times the charges are sitting on the Reconciled side but state "No Match". So we have to move those over to the Unreconciled side to be able to match them. If they don't have a match, why w...

The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...

This would be helpful, for example, if you are coding out tour charges and all of them are the same level. This would be a huge time saver.

This would benefit any client with CNB, so that you can set up report automation for the bank rec to include statements instead of having to pull separately, you can choose what bank statements would go into it.

Currently if you already have an image open and you click on another image, the image refreshes to the newest image. It would be very helpful to be able to look at more than one image at a time.

Firm would like to use the upload journals template to upload bank activity from non cnb banks and need to code 1099s.