Currently the only way you get both on the results is pulling by accounting date and sometimes that date is unknown. Another one of his requests is to put a restriction on the acctg date by user role or a firm setting. He has users entering in acc...

Users would like to have a token to add in the client’s name (who to address the letter to), instead of having to say, “Dear Client” or “To Whom it May Concern,” as these letters are generally addressed directly to the client. Ideally, this would ...

Users would like to have the ability to manipulate the margins on the letter within AgilLink, as it does not copy over margins from Word. The margins currently come out very narrow.

Firms would like to be able to edit the size of the firm logo as it appears on the cover page/letter, as it comes out very small, no matter the size of the originally uploaded logo.

often the issue arises where a vendor was set up to pay only from a certain bank but with enough time the vendor can become stale and having to exit out of the invoice to define the vendor to unselect the pay only from bank box is a hassle. please...

Add the ability to search images and transactions based on a keyword - similar to the functionality in outlook when searching for an email

I noticed that in the morning when i work, everything works very smooth and quick. However, later in the day, it slows down, when i believe more people are using Agillink. More servers/ better servers for quicker load times.

Currently the vendor audit report doesn't show changes to all fields, such as "additional code."

We have many documents or investments which are larger files and they cant be uploaded. please advise!

Currently when the SAG/AFTRA residuals statement image comes into AgilLink, it replaces the original deposit notification image from the bank that was tied to the "Incoming ACH" type. Users would like for this image to become the related image to ...