There should be a sorting option for all reports, so that users can select which level(s) they would like the report to run for. Currently, only the Balance Sheet, Income Statement and General Ledger have these options.

Under Banking > City National Bank Statements > "Search Images and Transactions" where the bank statements are listed, it would be nice to have our GL descriptions or Bank IDs in a column next to "account #" so we know which account is which.

This would be helpful when keying invoices to compare the information provided on the current invoice with what was previously stored in the Define Vendor setup. Many vendors continue to change their bank information without noting that on the inv...

Often I have to pull and send invoice images to vendors. We should have the option to send the invoice image automatically with E-pay notifications.

Reports (such as invoice registers, journal reports, deposits reports, etc) should not require date inputs. If no dates are entered a report should show all activity for all time If no end date is entered a report should display all activity from ...

Give administrators the ability to allow View Only Users to view the Recurring invoice Template screen. Firms will use this to allow their client services team to audit the recurring invoices and make sure all recurring invoices are setup for clie...

Firm would like to use the upload journals template to upload bank activity from non cnb banks and need to code 1099s.

During bank reconciliations, it gives us an option to book transactions. However, in order to book a proper payment we need to upload an image that relates to it. Currently, the only way to upload an image is to back out of the reconciliation page...

We use Agilink for all companies and specifically touring. For touring we use the divisions feature to track expenses and income that is related to a specific tour/project. Now that I am a senior I no longer do most of my own transactions and inst...

it would be amazing to be able to recode an entire block code to another code. for example if i have 30 invoices coded to personal expenses sundry, it would be nice to be able to mass recode all 30 to another code instead of going one by one to ea...