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...

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.

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...

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

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.

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.

As clients/external users can login to approve checks, also add the ability for them to review/view any deposits that have been recorded (add them to FYI's?)

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

We are trying to clean up calendars and want to know what clients are associated with each ID It would be nice if this error gave us the clients that are associated so we can change them then delete this ID