Users Would like to run an Income Statement on Level 3 and have it include Levels 1 & 2 set to ALL. Currently users must choose a specific Level 1 & 2

Within Business Suite, users can run specific wire detail reports which give detailed information on wires that have been sent. Currently, AgilLink users will need to drill down into an invoice to get specific details. Users have asked to have a w...

After uploading a document the default landing page is the "upload multiple documents" page. Looking for a way to have the page redirect to the main/home page after uploading.

The system currently does not list the bank id’s in the drop down after bank accounts have been created. Additionally, when a new account is created, the bank ID is sometimes not correct according to how many accounts were already created (example...

AR Invoices are not a default category in Search Images & Transactions. Please add category so that AR invoices can be searched without going into Enter AR Invoices.

This would be helpful when firms receive new clients via a move and have to manage the custom category that comes over. Taking the image out of that category and into another is done one by one.

When uploading a pdf can we have the bookmarks also imported (Similar to what DF currently offers)

When clients are being uploaded via an Excel spreadsheet, it would be great that if the groups have not been created yet, that the system will create them with the upload.

I can only select two periods on a comparative trial balance, I'd like to be able to select the year to compare against.

When searching images and transactions Check # for payment types other than checks do not appear. AgilLink assigns check numbers to these payments but they do not show in the search results