Right now I can create a notification schedule to email me multiple times per day for items that require my approval. I'd like to further specify the days on which those notifications should be sent out (ie. don't send them out on the weekend)

Having the ability to select specific users who can access client lists would be incredibly beneficial for running reports and auto bank recs. Currently client lists are only available to the one user who created it or have it globally available t...

AgilLink should auto-assign Customer ID to AR Customer similar to Payor and vendor ID

I was wanting to send out a vendor's international wire in Euro's from a new CNB Euro account, but AgilLink only allows these to go out in USD (Source). It would be great to be able to send out in other currencies other than USD, such as Euro to E...

When recording manual checks we need to know the invoice number the check is applied to to prevent double payments. This would be crucial to the manual check process. The invoice number needs to be captured via a separate box in the payment screen...

Provide a success report upon generating an eFile that provides a count of all the clients and vendors contained within the generated eFile, similar to what we receive after uploading clients. This success report will allow us to quickly validate ...

Users would like to have the Vendor Email listed on the 1099 Transaction Report underneath the Address.

Currently there is no way to edit the date of a journal while in the bank reconciliation window. This makes it hard to reconcile the bank account if the transaction that corresponds to the journal happened in the prior period to the bank transacti...

I have to view all clients to see which invoice I entered. Takes to long I only want to see what I enter. I enter invoices for other bookkeepers to help out when is needed. I only want to see invoices that I enter when releasing , in pending, or t...

It would be helpful if the system wouldn't log you out so fast, often and while recording a journal entry. Or some save feature for the work you have already done so you wont have to lose it.