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...

this is important information when auditing the accounts. Users will then know who completed the reconciliation and on what date/time.

In the client demographic, is lacking a second place for a phone number if a client/family has two numbers. For instance, one client has a cell and a Google Voice number they use for work. Another client has an int'l cell and a US cell. Currently,...

Would be really nice to be able to run multi-client financial statements (income statement / balance sheet / trial balance) at non month end dates just like you can for single client financial statements. When I try and run multi client financial ...

There should be a button (when you run a commission report for commissions prepared as memos) that creates an invoice automatically for the commission memos so you don't have to download the pdf and re-upload it.

We would like to find an easier way to download/save CNB Statements from Agillink to our H drive efficiently. Right now, we must click on each image, click download, rename the file to “CNB – xxxx” and then save individually. For clients that have...

On invoice details screen - the review steps are part of the full approval steps. This is confusing to users can Review be separated as it was in Imaging or at the very least relabeled as review.

The current compilation and eFile generated by AgilLink is an all or nothing making it so that all 1099 forms are included in the file even though each form has a different due date. This forces us to efile all forms before the actual due date

Saves time to be able to check off multiple payment methods at once, instead of going in one by one to establish the workflow (example - in To Release, per template or client), to check off all electronic payment methods, instead of having to choo...

Saved Liquidity Report shows a combined client list on one page with a grand total. When using the saved report in RA the liquidity report runs a separate liquidity report for each entity.