Should the client have a sweep checking account, it's currently very difficult to see sweep account balance vs the actual balance in the account. Having a separate line item to show the sweep account balance vs actual balance will be very helpful.

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 ...

Define a new level while in the invoice, deposit, payment or journal entry screen, instead of needing get out of the transaction, and create each in the "Define Levels" screen (exactly like how one can add new GL codes from the transaction pages).

For clients using levels, when requesting financial reports, right now there are only the choices of: Consolidated, Levels per Section, and Horizontal for printing Balance Sheet, Income Statement, Schedules, and Trial Balance reports. Attached is ...

Currently running the Transaction Counts by user for a prior year only includes currently active users and not users that may have been deactivated since then. This limits the effectiveness of this report from a managerial perspective.

Would like to run a comparative balance sheet using a "Beginning of Fiscal Year End" column. Currently you can create a custom report using Balance Sheet amount at prior year end - but then current year earnings are displayed so the comparative pa...

Overview: To better serve businesses and financial professionals who handle multiple clients, we request the development of a cross-client reporting feature in Agillink. This feature would allow users to generate reports based on specific GL (...

Currently, when you make a bank account inactive, it can still be the option for a vendor as the Pay Only From Bank. This can cause issues if you then try to create an invoice for the vendor or have a recurring invoice you would like to cancel. By...

AgilLink should implement a feature that allows for bank rec to support a single ledger entry linked to two separate bank entries across two bank accounts.

When you split a credit card within a client you cannot pay from multiple bank accounts unless you issue a check. Would be nice to use 2day epay from multiple bank accounts instead of printing and mailing a bunch of checks or having to go online t...