Can you add additional method types, such as QFX, OFX, QIF, CSV, so we can upload activity from JPMorgan Chase Bank, Bank of America, Wells Fargo, etc? There is only method type BAI and we're unable to upload activity with this type. This will be ...

Add 15 or 30 minute intervals for workflow delegations, instead of the current 1-hour delegation

Add ability to use the 1099 codes and vendor assignments on the JE Upload template

When clients are being uploaded via an Excel spreadsheet, it would be great that if the groups have not been created yet, that the system will create them with the upload.

For General Ledger to have the option like in Cash Flow reports to adjust the included description. Whether it be no description, under the payee/payer, or to be in a separate column.

When running a report in view mode, our client would like us to put everything on one page so they can just scroll down vs. clicking through 11 pages.

when running report automations for reports with one pdf per client the resulting files all return with the same name. this makes saving the files a hassle because of duplicate file names. it also doesnt specify the name of the report run in the d...

Submitted by Sherlaine Jackson While approving a large batch of invoices, a client called her so she was inactive for a period of time in AgilLink. When she logged back into AgilLink since she didn't click the "CONFIRM" button, all the invoices sh...

When you login you should be able to indicate how long the system should keep you logged in. I should be able to indicate for the system to keep me logged in for 2 hours, 4 hours, etc. Otherwise, I find myself constantly continuing to put in my pa...

So you can see the codings in journal entries.