In the Admin Report, “Bank Reconciliation Status,” you can currently run by clients. Can we add an option to run by list and/or group, as users and admins want the ability to audit a certain desk or client group to see when the last time bank recs...

When searching for a detail account to book a journal, the search should take into account the roll-up account a detail account falls under as well.For example, if we’re booking an entry that will hit detail account “Insurance – General Liability”...

If you drill down into the Activity Report in legacy the balance in sweep is reflected. This feature is missing in AgilLink and the balance reflected does not reflect the balance in Sweep - so to a client it could look like there is only $25,000 i...

In AgilLink, when checks print without a signature when a signature is available, users often have questions as to why. Currently, there is effectively only one reason: "Rejected by user", which indicates that the "Print Laser Signature" option is...

Currently, you can only filter by client in the To Review and To Pay inboxes. It'd be very helpful if we were able to filter by client group in these inboxes.

The images that need to be attached to an invoice are not getting attached and are piling up in the To Enter Invoices section. This is causing double the work in order to correct people's mistakes.

As this can be a very helpful report to run either by a group of clients, or one client at a time, it would be very useful to have the ability to export it into PDF or Excel. Currently, you can only print to screen/take a screenshot.

Having to download several different types of reports as PDFs, would like to see an option in the Settings tab where reports can be exported as PDFs, that would allow pre-naming the file, prior to download. Currently a Cashflow report name looks l...

Deleting documents that are not needed in the To Complete takes too long as you have to delete documents one by one. Would save more time if we can select multiple without having to go into each document.

Allow quick approval for transfer.