AgilLink should allow for ACH Pos Pay exceptions to managed directly through AgilLink without having to manage exceptions in two systems. The majority of our payments are now ACH vs. manual checks

When choosing a recurring invoice from the credit card entry screen it should pull in the recurring invoice description.

when creating an AP invoice and entering a new vendor name, AgilLink will tell you no vendor with that name has been found and asks if you would like to create it. When you answer yes, the "Define Vendors" screen pops up, but it does not include t...

Allow user to set the starting invoice number sequence for AR. Have the AgilLink create invoice numbers after the initial sequence number

It would be really nice to be able to type in a number instead of a date in the due date section of an invoice. For example, sometimes they say they're due in 15 days so we would type 15 instead of counting it out.

The option should be in two places: Firm Settings Page (to set a global default for all clients/bank accounts) Bank Definition (that overrides the firm-wide setting) This is currently an option in Legacy: Bank Definition - Field 32

The ability to run many vendor reports across clients all at once can significantly speed up 1099 verification and reconciliation process Vendor listing - audit 1099 details

Payments made for one, many or all clients showing client code, client name, date, payee, amount, check/pmt#, payment method, bank acct#, bank name, user making payment (with filter for payment method)

It would be beneficial to have the ability to group customers on the AR Aging Report by Customer groups and have subtotals at each customer group. Currently the report subtotals at each customer.

Add the ability to consolidate the CC import statement report by GL account or by Levels