The system currently does not list the bank id’s in the drop down after bank accounts have been created. Additionally, when a new account is created, the bank ID is sometimes not correct according to how many accounts were already created (example...

I can only select two periods on a comparative trial balance, I'd like to be able to select the year to compare against.

Add a checkbox or toggle switch to the various workflow notifications so that admins or individual users can elect to receive the notifications that they select immediately

When dealing with large invoices, it is sometimes more convenient to code out in excel then import, rather than to code out entirely in Agillink. However, when trying to import when the invoice # already exists as a repetitive, it currently throws...

We have a Bank Reconciliation custom category. After the bank rec is processed by an accounting assistant, it is then reviewed by the account manager who then adds notes if needed. It is then reviewed by the controller for final review. We would l...

Admin > Firm Settings > email to notify recurring invoice didn't generate. Firm wants to specify which clients and doesn't want to give one email for all clients at firm.

The "current balance" column for active FRB/JPM accounts cause confusion to clients as this balance is the last day of Agillink banking integration. It would be helpful to instead have this balance mirror the 'ledger balance' for these FRB/JPM acc...

Expensify integration with potentially creating invoices from downloaded bills.

Client purchase many expensive item on CC's so it would be nice to have the ability to add an image to a specific charge.