It's great to be able to populate the additional search terms or additional description on large sections of the chart templates via the upload tool, however, if one were to make a mistake or decide it's not as useful as hoped, there is no way to ...

When viewing PDF documents in imaging, one should have access to some of the basic features Adobe Acrobat already provides (i.e. to use the highlighter pen, arrows, underline and tic tac calculator feature) rather than making those changes to the ...

When a client only has one journal to enter, the Id does not show up after it has been submitted. Or when it is the last journal entered, it just takes you back to the inbox.

We would like to to have the option to have transaction dates posted on the transaction date vs the statement date.

Currently the CNS balances on the AgilLink dashboard only display the cash balance in the account. There are additional funds in those accounts that are invested. It would be helpful if the entire balance displayed.

Ability to print backup with a check would help with things like medical bills or something that requires a remit slip

(1) consolidate all transactions into one vendor (2) save time without having to search /view 2 or 3 of the same vendor fror look up on payments history

We want a weekly deposit report of all activity in only the Management Account so he can track money coming in for his clients. He is not interested in seeing transfers and pocket account activity

Can you please increase the idle time (inactivity) time before automatically logging off users? Or better yet, let the user choose the length of inactivity time before automatically logged off. The reason for that is a lot of times when processing...

Have the ability to add, edit, or delete branches on the drop down list in bank accounts