A 3rd status for bank definitions which would be helpful for transferred clients. These are clients that were transferred to the firm which have all of the old transactions and bank definition information with the previous firms chart of account b...

When adding 'choices' to a considerably long list, those choices appear at the bottom. In order to alphabetize you're required to move the newly added option to its alpabetical position one spot at a time.

We need to be able to create a copy from an existing journal entry. This will save a lot of time rather than typing in the journal entry line by line.

Just more efficent and timesaving

Currently AgilLink does not allow for the creation of workflow rules based on a client's bank accounts. Some external approvers only need to approve on certain bank accounts so allowing this feature would be extremely helpful.

IN IMAGING WE ARE ABLE TO SEARCH BY THE NAME OF THE GL CODE IN ADDITION TO THE CODE ITSELF. FOR EXAMPLE, IF WANTING TO LOCATE ALL INSURANCE PAYMENTS, TO VARIOUS VENDORS AND CODED TO VARIOUS GL CODES A SEARCH FOR INSURANCE IN THE GL DESCRIPTION BOX...

It would be really helpful to be able to see a list of users assigned to a given group.

Just like the partial payment option for checks, it would be very helpful of partial payments for Wires/ACHs as well.

Ability to limit who can mark a repetetive as expired or inactive. Also the ability to send a notification to certain users if a repetetive expires or is marked inactive.