being able to search by a keyword would be very useful, that way we could search for a vendor or payee, etc when looking to see if a transaction has cleared. We can search this way in the online bank activity in imaging by simply using "CTR+F"

When voiding an invoice, notes, related documents, original approvals, etc. are deleted. These removed items are needed for future reference when referring to the voided invoice. I have also spoken to other firms who are also frustrated with the d...

Adding the ability to run specific GL codes across multiple entities (even the entire firm) would be very helpful for tracking/firm compliance purposes.

Users construct Report Automation Templates by selecting Saved Reports that reference Financial Statement Styles. This creates a link between Financial Statement Styles and Report Automation Templates that prevents the user from being able to dele...

I need to be able to see how old invoices are in relation to the due date of the invoice. The only option I have is to show the aging of each invoice in relation to the Invoice Date

Ability to change the view to filter by group, instead of viewing all clients. I can select to only view certain clients/ groups

When we make a change and recode an a expense or any transaction we want to be able to refresh our P&L to see it reflect the update. Right now, after I have made my changes, I have to re-run a completely new P&L to make sure my updates are...

It would make sense to have the "Transfer Funds Template" and "Transfer Funds" processes under Banking (and a column for Transfers), instead of under Transactions - Journal Entries

Please add a search function by vendor ID, not just vendor. There are often several vendors by the same name, searching by the vendor ID would not only help with sorting, it would help save us time.

In DF users would get notifications that would include the original foreign amount and the exchange rate used, and in AgilLink it is no longer is on the notification. It is very helpful to have both, especially when the exchange rate used is the p...