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.

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

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 ...

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

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...

I'd like to suggest an additional function to the AGL Credit Card workflow - ability to select multiple line items for simultaneous coding. OR.. the "Machine Learning" function to also apply to "Split" line items. Only non-split line items seem to...

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...

Would like signatures to print if an invoice is overridden. Would like payments to go out if an invoice is overridden

Currently external users can only approve international wires on the mobile app. This should also work for the AgilLink website, for users who do not choose to utilize the app. It is incredibly inconvenient to have to switch between the browser an...

Option to turn off page numbers when running financial statements