currently the no reply email tells users to contact Agillink, for our firm because we have an Agillink team we want user to let us know first. then if there is an issue we can't resolve - we will put in the ticket to AG. then helps AG reduce numer...

Would like to trigger an email on payment/release for other payment methods beyond ACH, Bill Pay and Wire

How can you get the Agillink Ledger Report to show the "printed period totals" For example: If I am printing the Ledger report for April to June it should give me ledger activity totals for both Debits/Credits then the closing balance, not the clo...

It would be great to be able to see the journal entry number once you enter the JE and click on submit, the same way you can see the document ID once uploaded.

Currently in the To Pay Inbox there is no option to sort by Vendor Name for a given client/bank account. We've tested printing via Pay Invoices & Print Checks since this does automatically sort by Vendor Alphabetically, however, when you click...

Please add a feature to edit the Transfer Funds Template name. Client closed an account, and new account opened. Template allows for a change is the From & To accounts, but not the name. If the name read: XFR FROM CHKG (3) to MAIN (1) ACCT, (w...

Provide an option to run the 1099 transaction report in summary mode to get a quick count of all the 1099 documents, amounts, clients, vendors are being generated before actually printing or generating an eFile.

Currently the deposit report can be sorted by most columns except for payee. It would be super helpful to be able to sort deposits by name so we can quickly see history on payee. As of now, must download and export to Excel.

Please provide us the option to split accounts that an automatically recorded deposit goes into. We should be able to split it by percentage to multiple GL accounts

It would be helpful for AgilLink to change "book balance" to "ledger balance" to avoid confustion whenever a client needs to run a standard bank reconcilation.