It would be great to be able to see the journal entry number once you enter the JE and click on submit, the same way you can see the document ID once uploaded.

Give the option to run the liquidity by individual client and by client group, this provides a full picture of a portfolios account balances

When running the AP Open Items reports, rather than running by individual client it would be most helpful if we could run as a client group.

Please allow users to print blank deposit slips from AgilLink.

Provide an option to run the 1099 transaction report in summary mode to get a quick count of all the 1099 documents, amounts, clients, vendors are being generated before actually printing or generating an eFile.

Currently running the Transaction Counts by user for a prior year only includes currently active users and not users that may have been deactivated since then. This limits the effectiveness of this report from a managerial perspective.

Would like to run a comparative balance sheet using a "Beginning of Fiscal Year End" column. Currently you can create a custom report using Balance Sheet amount at prior year end - but then current year earnings are displayed so the comparative pa...

In all inboxes, clearly show whether or not an invoice has a comment. Often an external approver (client) will add a comment which is very important to know prior to payment. Currently you have to go into each and every invoice to see if there is ...

I was able to search by "terms" in datafaction legacy. This helped pull all related documents with the "terms" entered. Agillink requires us to select a category to search, which takes multiple attempts in each category to find specific documents....