When you print a ledger with multiple accounts from AgilLink, it does not populate a total, like Legacy does. It would be helpful for us financial statement preparers to have that feature added.

AgilLink currently prohibits levels from being applied to cash accounts. We need to code all accounts and balances to levels in order to get a proper representation of assets for our clients

The pay invoices screen should take you directly to the invoices that you've selected to pay. Instead when you select the invoices that you'd like to pay, it brings you to "Pay Invoices & Print Checks" screen. You then have to click "select In...

Right now, when the CC module duplicates documents to relate to the Split Entities, the are only duplicated and not related. So when you click on one JE or AP details, it only lists the Entity name and JE/AP number, but it is not hyperlinked, so t...

Turn off Auto Bank Rec when a bank account is inactivated. When I inactivate a bank account, I have to go back to the bank definition to turn off auto bank rec.

It would be nice to have the detail description included in the cash flow. We send the client the cash flow and the detail description for the credit cards is not included. This is very important for the client to see spending habits. I don't unde...

Ability to inactivate or delete levels Levels that have been coded to at one point but have been recoded since and still cannot remove. Requested from Kelli at Private Mgmt.

Many users are trying to add a user to a workflow but are unable to because the user doesnt have access to an inactive client and the user must search for which client is inactive in the workflow template to remove it.

After voiding a payment, would be great to have an automatic prompt to ask if we would like to keep the corresponding AP Invoice or delete it.

When running the commission's report to include all vendors, if different vendors were paid on the same deposit, AgilLink is duplicating the deposit amount under "Grand Total." This report then has an incorrect total of the amount received. Attach...