Currently AgilLink doesn't have a report that shows what financial period calendar clients are currently using. This would be helpful in the event a user needs to change calendars quickly.

User are able to code to 1099s on journals that were generated via the credit card module. These items don't show up on the transaction report and don't get calculated (by design). Can we not allow users to code at all or add a pop up letting them...

When uploading an image, there are options to add a description and/or a high priority note to the image, but not the option to add a regular note. Neither descriptions nor high priority notes are visible when entering invoices. It would be helpfu...

The order of presentation appears to be very random and it would be very useful to control sort order of the accounts, at least by the ID and perhaps optionally by the bank account description

If we are making a partial payment because just a deposit is due, etc. the child invoice (parent invoice?) should go into review until the balance is ready to be approved. Right now, the invoice immediately shows up in approve.

This enhancements to levels would be hugely helpful in a lot of situations, when clients are utilizing more than Level 1. This would create the ability to tie certain Level 2's or 3's to specific Level 1's or 2's, so that when many levels have bee...

It would be great to have a DRAFT stamp as an option to add to the financial statements. This would be used if they have not been finalized/the tax return has not been filed. Currently, a stamp is being manually added after the report has been run...

This would save a lot of time with recording bank rec activity, when a transaction needs to be split between different codes (including handling due to/due froms via intercompany journal)

Please add a feature to edit the Transfer Funds Template name. Client closed an account, and new account opened. Template allows for a change is the From & To accounts, but not the name. If the name read: XFR FROM CHKG (3) to MAIN (1) ACCT, (w...

A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink release that went out last night, but a...