This is so much easier to check invoice number and description instead of scrolling to the bottom.

Would like feature to choose a financial template style for Multiclient financials and also to choose a date range like for quarters.

It would be nice to be able to upload form 1098 and forms 1042s to the IRS FIRE system using Agillink data of payments (for 1042s reporting) and receipts (for 1098). Having to go to a 3rd party form producer is cumbersome and error prone. It seems...

I had to individually open/close 10 different entities when doing an intercompany analysis for a client with over 40 related entities.

There should be an option under Reporting to reprint bank rec reports instead of going through the entire process of reconciling again.

When entering an invoice, you should be able to edit an existing vendor. There have been several times that ACH/wire information or the vendor address has changed since the last payment, and the person entering the invoice has to leave the enter i...

Ability to Lock a default financial statement style so that others cannot edit

Currently you are able to save reports by user, client or globally. It would be great to add the ability to save by group as well. This would save a lot of time for groups by client/partner who have custom reporting needs.

Currently you can only memorize from the current clients Chart of Accounts, however there are a lot of instances where payments are made by clients from wrong accounts. It would streamline things if a vendor could be set to use intercompany, such ...

The ability to backdate a recurring when initially setting them up, so that it can be associated with a payment that was just processed/is being recorded for an earlier date