One of our client has mutiple crew member using the same Amex card and when it is time to allocate business expenses we have to look in the statement to figure out which member was using so that we can determine if that is a business exps or not. ...

Recurring can fail to generate for a number of reasons, but when they do not it is very risky, as a payment will not get processed. Need visability of this in the same way that AL handles banking transactions(alert button)

Need the ability to restrict seeing Bank Account and Ledger Balances This should exist on the User Role page so that BOTH view only and internal users can make this selection. Many family offices want Users to enter invoices but do not want them t...

Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.

Just like in Legacy/Imaging it would be extremely helpful to have cash receipts or deposits and Payments go into a "TO REVIEW" area after being processed to be able to double check the information before being dismissed. There is one for Invoices ...

On occasion, we need to issue invoices to foreign individual or entity. Can foreign currency be added to the A/R feature? Once the deposit is received, is there a way to mirror the international wire process with the exchange rate? It would help t...

Rather than closing books one-by-one, can we mimic the bank reconciliation process to include a selection of clients or client groups that can be closed at one time?

Currently, Report Automation does not launch a separate window while running. If it's a large client set, AgilLink will timeout and the reprorts will generate. Allow reports to gerenate in separate window and inform user when completed (we do some...

A user was running trial balances and came upon an issue where all the reports printed in landscape instead of portrait and took up 3 more pages. The client has only one Level and the level is state so each entry takes up only 2 letters but becaus...

In legacy, the "aux description" field in the enter chart screen was used to populate the full bank account number so that it would print on the Cash-Inq report. Add this option by utilizing the "addtnl description" field in AgilLink (see attached).