On the Record Deposits page, make it so that pressing the space bar displays a list of open invoices, like when you click a dropdown list. The space bar does this consistently elsewhere in AgilLink. Why not here?

Our client would like to be able to view CNB lines of credit and loan information on AgilLink: Loan summary (product, loan amt, current balance, rate, issued date, maturity date, etc.) Transaction history (loan draw downs, payments, etc.) Statements

When entering a budget, i feel it would be helpful if there was an option to select a date range below the account selection. Currently the budgets populate every month of the year. I feel a date range would help track budgets over multiple years ...

Re-organize and uncomplicate the creation of recurring template and the editing of a recurring template.

Currently you must go into the account to reconcile by clicking the recon button, then the submit button, then the ok button. It would be helpful if you could press the submit button on the bank account list page or have a "submit all" button that...

Came up after an image export was done which produced folders that were titled from the id's and not the description. Some of the default category id's don't match the actual description: ID Description CashReceipt Deposits EFT Transfers CashDisbu...

The reports currently are set to fit for legal size paper printing. This is unnecessary because the only reason it needs to be on legal size is because there is a lot of wasted space on the side. It's also inconvenient for us to remember to always...

Currently when searching for an invoice or deposit in the "Search Images and Transaction" page, there is a search option by GL Account but there is no option to take the search criteria further to the Level/Division.

You can run this report 3 different ways but it doesn't differentiate how it was ran when you get the results.