it would be amazing to be able to recode an entire block code to another code. for example if i have 30 invoices coded to personal expenses sundry, it would be nice to be able to mass recode all 30 to another code instead of going one by one to ea...

When making monthly partial payments on an invoice originating in a locked period, the partner has to unlock the books to allow the partial payment to be cut by staff, then the partner has to re-lock the books. This is a recipe for disaster as the...

Global Admin should have the ability to mass "Lock" the year for multiple clients at once, rather than having to update each client individually. Additionally, the "Client Status Listing" Report should display if the period is "locked".

When we aren't using levels, we need to create several budget revisions per entity. E.g., if we have 5 homes with distinct GL codes, we need to create 5 budgets for each home to get a budget vs actual report. We would like the ability to tag some ...

It is incredibly frustrating to have to click out of that box when you are coding out line items. It pops up immediately after you enter into the new line for coding, and you have to click out of it before you can actually type out a code. It tack...

I timed out when I was continuously working in two different Windows in AgilLink. I was working on a long journal entry that took a while to complete since it contained about 50 lines. When I reached the bottom and hit submit, I discovered that I ...

Presently, if you run a certain date for the bank rec, items that have not yet been cleared from previous dates are not included for clearing (left side). Anything that has not cleared on the left side of the bank rec should always appear there ev...

When processing commissions for multiple income and multiple recipients, we do it per income/project. When these transactions go to approval, it should be in the order that we entered/processed the commission and Agilink shouldn't mix it up. It wi...

When searching across entities, it would be helpful to add the ability to search by bank routing number and bank account number in the search. This way, users can pull up like vendors/payments across clients (especially if a vendor changes their b...

It would be great if there is some kind of alert if the total amount of approved/pending invoices exceed the ledger balance amount to prevent overdrafts.