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 user wants the “Detailed Description” to show on the Deposit report & ledger. The only thing that shows up is the “description”

Submitted on behalf of Joe/Dan from Gelfand - Print the userid on the upper right corner of the check face (can even print in the blue area of the check). This is helpful when another user is picking up the printed checks and they can easily ident...

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...

When a client (non-staff) places an invoice on hold, the users that are not part of that approval step need visibility to any invoice place on hold. Suggestion is to see them in the newly named Rejected/Hold inbox

Allow quick approval for transfer.

I find myself having to run this cash liquidity report for it to give me adjusted balances with open invoices but not physically see what is opened. I can't click on it to see it. This should be a feature added to this report to avoid me having to...

There should be a spot in AgilLink like the Banking->Entitlements menu where you can see if the entitlements file for AgilLink has been downloaded and processed. This would stem cases where they are asking about entitlements to bank accounts so...

When wanting or needing to undo a bank rec for any reason, if the bank wasn't reconciled to the last day of the month, AgilLink will require you undo the bank rec to the date it was last reconciled. If you don't know what date that was, it can be ...

Excel is the most used tool by Accountants: Specially for Audits, to search items not easily identified or matched, Excel capabilities like: Pivot Tables Text to Column Search Math operations Conditional formating The list could go on for pages I...