Change made to any admin task, require a comment stating why.

An audit trail for who created/updated a workflow delegation

To use criteria other than "contains" search in the advanced search would be useful particularly for admins when trying to search across wide swaths of client data. So for example if I wanted to search for everything that has used a certain GL cod...

When running an income statement in the Levels Per Section format, the very last Net Income (Loss) Line should total all the Level Net Income (Loss) amounts. As it currently stands, there is no summary of the different levels so clients would need...

Allow the end user to set where a pop up window opens. Currently working with multiple monitors and I'd like to have all pop ups appear on my secondary window vs. having to always drag it over

It would be helpful for AgilLink to give indication of what bank account is being referenced whenver attempting to enable a bank service. EX: A"ctivity Report can not be enabled for this bank. It is already enabled other on bank matching the same ...

Users would like to have a token to add in the client’s name (who to address the letter to), instead of having to say, “Dear Client” or “To Whom it May Concern,” as these letters are generally addressed directly to the client. Ideally, this would ...

Users would like to have the ability to manipulate the margins on the letter within AgilLink, as it does not copy over margins from Word. The margins currently come out very narrow.

Firms would like to be able to edit the size of the firm logo as it appears on the cover page/letter, as it comes out very small, no matter the size of the originally uploaded logo.

Ledger balance (on front page of Agilink) should reflect all checks/transactions written in the ledger including unapproved checks and posted dated checks.