Please add the option to sort for Recurring/Non Recurring Invoices to the Pending/ To Approve/ To Release/ To Pay screens. Right now, we can only sort that way on the To Review page - that is not a sufficient use of that utility.

AgilLink should require images for all deposits and checks (as payments), including ones made using training rules. Currently, if a training rule is set up to make a deposit automatically, the deposit images sit in the To Deposit folder, never to ...

Have an admin report available to run across all (or specific) clients across the firm to see what recurring's failed to generate for a specific time, as well as what the reason was. This is so that the firm can audit and be assured that all recur...

Firms would like to have the ability to run a detailed Income Statement (P&L) - Include underlying transactions with dates that make up the detail GL account for a given period

the print detail description - this should be available to other reports not just Cashflow - (ledger, deposit, etc)

Instead of needing to create a client list, have the ability to run Report Automation by a single client or multiple clients. Sometimes Report Automation is being used for a single client for many reports, and creating a list seems unnecessary.

When you are on the Bank Reconciliation screen there should be a link to the bank statement image

While there does exist the payment register report and payments by client report, there isn't a dedicated report for check counts issued on a monthly basis.

Currently there is no umask password option on the AgilLink login screen. Having this feature will help users verify the password they're inputting is correct.

User advised that when there's a specific bank listed in the 'Pay Only From Bank' on the vendor setup, there's a bank dropdown that displays when a user tries to record a payment. While that screen may error out after the fact, it would be nice th...