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.

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 ...

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.

Currently if multiple invoices go out in an ACH payment - the vendor is only receiving one invoice detail in the e-mail and does not know how to apply the multiple invoices within the payment. All of the invoices should be included in the e-mail t...

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...