On the “Upload Single/Multiple Documents” screens, while uploading images, a list should populate on that same screen that shows all the images that one has uploaded thus far to the client rather than having to navigating to the main screens perta...

I would like a daily notice sent to me if I have items that I haven't approved yet. I may see the initial email but then get distracted and forget. A daily reminder will help keep me on track of items that are waiting for me.

Mass cash flow reports like we used to run them in DF. Basically how we have the "Reconcile - Auto Reports" and we can add as many clients on it but for cash flows

When debit card activity is imported the cashflow report only generates the GL description for each line item, but does not provide an option to generate the vendor description for each line item.

We need the ability to replace images on paid invoices. Not sure why it was removed. Especially if we are post dating checks or processing recurring invoices with an old image due to the fact that we have not received the current statements yet. I...

It would be insanely useful to be able to filter which line items need to have bank accounts updated since some don't see to automatically take to some of the client's new bank despite being an option in the dropdown. Similar to how when a GL line...

When approving invoices, you have the option to notify someone when holding or rejecting an invoice, but not if you are approving. This would be handy (and was available in Imaging) to let a partner or someone know you have approved, remind a book...

In the old Datafaction we were able to export general ledger data into .xls format and into .csv format. The .csv format export option does not seem to be available in agillink. this is an extremely important report to have as the data can be mani...

Would be nice if we can print and sort by credit G/L, and also have the credit G/L codes print on the Percentage Fee Report.

When you run the liquidity report and select the option to include all clients on the same page, the font size of the client name is too big and it's blue. Run it both ways and compare them side by side.