Add additional roles to the external user role where they can run reports and exclude bank balances

Give firms the ability to setup global vendors that can be copied to clients, thus saving time of re-entering the same vendor into multiple clients. Other key advantages to this feature from legacy were the ability to update global vendor names/ad...

A feature to allow users to track when Bank Statements and Credit Card statements and credit card data arrive in AgilLink. This will allow them to know when things have been delayed or are missing easier so they can bring it to our attention. At t...

Would like the ability to drag and drop a related image to a transaction into the transaction itself instead of relating it the standard way.

The system logs you out too fast, I keep having to run the same reports multiple times a day to continue my review. QuickBooks allows you to just refresh the window you were last in when you sign back in and continue using the report that was open...

The To Review inbox should have the same filters as the Pending inbox. Having the ability to filter by group, client, or user would be a great help in identifying higher priority items

When you click the "New" button to create a document relationship from a transaction, i.e. the details tab of an invoice, a search window opens up showing basic search. The advanced search option should be added to this page to allow multiple cate...

Reports we could pull besides a ledger report for identifying vendors we need to 1099. The Transaction Report as well as the Vendor Summary Report do not capture any returned payments or credits from vendors. When receiving a returned payment, we ...

I think there should be an option to add a 1099 classification on the define vendor. Either drop down or check box. That way when we set up a NON 1099 we can mark S Corp or C Corp and when we run vendor report on January, itll show in report that ...

Front page ledger balance should reflect the book balance which includes all processed transactions unapproved/approved/not yet released/post dated. This will save time. It eliminates the constant need to run a liquidity report and therefore will ...