Add a checkbox or toggle switch to the various workflow notifications so that admins or individual users can elect to receive the notifications that they select immediately

I have a client that has two accounts paying for separate charges. As of now, you can only split charges between two clients. It would be helpful to split between two accounts under the same client. For now, I have credit cards that when booking I...

Can you add additional method types, such as QFX, OFX, QIF, CSV, so we can upload activity from JPMorgan Chase Bank, Bank of America, Wells Fargo, etc? There is only method type BAI and we're unable to upload activity with this type. This will be ...

As email has gone away as a validation method for 2fa we need to make sure that either Token or Mobile is required before a user can be submitted and email is set to non-required.

Create an admin role to have access to user saved reports. User saved reports are only available to a specific user and if they're out of the office or leave those reports are no longer available

Financial styles are currently tied to a template client, having them tied to a natural client would make it easier to select the appropriate style without having to search through multiple styles that may not apply

Add ability to use the 1099 codes and vendor assignments on the JE Upload template

If the current ledger balances could be integrated with the chart of accounts this would be a huge time saver. Constantly having to pop into another screen and run GL reports to ensure we're coding something properly is time consuming. For example...

Users would like to see last login data shown on AgilLink when users log in to the Mobile App. Currently the system ignores those logins for the purposes of reporting and seeing when users log in.

Firm Settings should include ability to force 1099 election when setting up new Vendor