Ability to run a report with a list of credit cards defined for a client. Similar to the "Credit Card Listing" report from DF Legacy.

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 ...

Allow users to enter an alternate invoice number for a recurring invoice and validate the alternate invoice number so that duplicates are not allowed. We do not want to edit the recurring invoice number that was auto generated by AgilLink as this ...

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.

This will make it easier to trace a transaction.

After you make a correction to a pending invoice, you need to "submit" it. Instead of coming back to that same invoice, it moves to the next pending invoice. You have to hit return and find the invoice again. Agilink is slow enough, that this adds...

Would allow for changes to a client's Y/E to facilitate printing accurate reporting for a given period outside of the client's normal reporting year. E.g. Printing reports on a calendar year for clients with a Fiscal Y/E. Would be highly useful fo...

This would be extremely useful as there is currently no option to save any sort of report.

Option to turn off page numbers when running financial statements

Add the Category ID to the Agillink – Same as what is / was in Imaging. We have so many new firm merging that this would help our users until we remove the unwanted ones. Add pre/suffix to category ids when clients are transferred