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

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?)

When dealing with large invoices, it is sometimes more convenient to code out in excel then import, rather than to code out entirely in Agillink. However, when trying to import when the invoice # already exists as a repetitive, it currently throws...

Add a checkbox or toggle switch to the various workflow notifications so that admins or individual users can elect to receive the notifications that they select immediately

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

We have a Bank Reconciliation custom category. After the bank rec is processed by an accounting assistant, it is then reviewed by the account manager who then adds notes if needed. It is then reviewed by the controller for final review. We would l...