would like an AR Report with functionality to gather monthly retainer information on one sheet, including name, billing information and amount.

If a workflow delegation is currently done, the administrator has to do a separate process to ensure the signature will print and then they have to revisit that same "alternate user" to remove that person when the delegation has been completed. Th...

SO WE CAN SEE WHAT BANK ITS COMING FROM

Since agilink did enhancements it is very difficult to switch between clients. there should be a drop down list for each user on the clients they use

When investigating the status of outgoing electronic transactions, it should be simpler to locate the applicable groups or client entities for setting filters. it's a more precise or a "starts with" in those fields now. Throughout AGL most of the ...

Can we Add an Associate Immediately to Documents Upload to the multiple documents upload page?

Could we put in the ability to check a bank account, as its being entered in the Bank Definition page, to confirm it doesn't exist on any other client? If it does exist on another client can an error message be presented saying "This account has a...

It is difficult as a partner to go through the agilink balance menu and look at every account. If you want to run balances and check desks, there is no option for this just hundreds of accounts. I cannot even sort them by grouping. i have to look ...

Deposit Report - Showing Items that have been approved/reviewed

looking for sales by customer, sales by month, total sales and then by customer within that.