We should find a way to create a internal type user that can be activated when a client needs to be onboarding onto AgilLink. That way we are not affecting their own internal user count until we are done training and deactivate the user. I am curr...

When running a report in VIEW output, the Printer icon should launch the list of Windows printers installed on his workstation. Instead it’s doing this:

Users must write "PRINCIPLA PROTECTION" in the OBI field of the Vendor in order to user it. There could be a checkbox for this feature.

I am cutting a check on a house purchase inspection. I need to see if the house purchase was already booked as there are multiple properties with the same address but different unit #s. I have to run a GL report to get this done and I don't want t...

Although it's common sense that we should add a note, it's all too easy for people to ignore it unless we flag it as mandatory where someone can't skip the field.

ipay will not allow an amount less than $1 and will change the payment method automatically. Currently AgilLink remains the original payment method (epay) and the firms don't know that the payment went draft, causing delay in payment/late fess. Si...

Ability to custom format fonts, underlines, headers, etc. on cash flow reports

AgilLink has 5 account types. D3 has more. If a GL account is type 7, it will automatically get recoded to type 4. If a GL account is a type 6, 8, 9, 10, etc, it gets recoded to type 5. Please remove the requirement in validation requiting the typ...

Right now we get an error when there is a value on attribute 30 (field 56) on the bank-def that does not exist in dft.br,banks. We would like to know about this on the validation, not just during extraction

This firm only wants an email sent out when the delegation period begins but not when it terminates. To keep everyone satisfied, sending the notice should be optional.