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

Audit Trail for changes to a user definition; who made the changes

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...

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 ...

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

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...

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

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.

There are many documents in To Complete that are not invoices, or things to be filed or categorized. I would like to be able to email the doc to the Partner (or whomever). Currently I have to download it and then attach it to an email. Thanks