The general ledger should be updated to match the balance sheet/income statement drop down and selection with levels

Credit cards usually have 16 digits, however, ACH’s only pull 15 characters from the Vendor Account number.

When you click on the link in the email, it loads the AgilLink home page. You then have to go to reject inbox to view however if you have more than one item in there, you don't know which one you need to fix. It would be helpful to add some more d...

When in the invoice search option, there is an amount field to complete. This amount field is for the invoice amount, not the check amount. If multiple invoices are paid on one check, and the check amount is entered in the invoice search field, th...

The save button when inputting credit card transactions stays put at the bottom of the screen. When you have a credit card statement that is over 150+ line items, and wish to save, you need to travel to the bottom of the page, save, then scroll ba...

A 3rd status for bank definitions which would be helpful for transferred clients. These are clients that were transferred to the firm which have all of the old transactions and bank definition information with the previous firms chart of account b...

We would like the option to schedule workflow notifications (i.e. invoices to approve) for certain days of the week. This would allow us to have our clients be notified of invoices to approve on days specified by them (i.e. Tuesday & Thursday)...

Users would like us to keep an audit trail on users compiling 1099s. Often times Admins will review and prepare to print/e-file 1099s and another user will re-compile causing changes to the 1099s

Ability to go through a chart of accounts and select which accounts are 1099 eligible vs. which are not, as well as what type of 1099 classification each expense would fall under. This makes the 1099 processing much easier. For example, flights/ho...

Ability to limit who can mark a repetetive as expired or inactive. Also the ability to send a notification to certain users if a repetetive expires or is marked inactive.