Admin > Firm Settings > email to notify recurring invoice didn't generate. Firm wants to specify which clients and doesn't want to give one email for all clients at firm.

The ability to on the Record Deposits menu to have the check be electronically sent to the bank to be deposited instead of needing to scan the check for the deposit in Agilink and then scan it again for a separate program to E-Deposit it. This wou...

The "current balance" column for active FRB/JPM accounts cause confusion to clients as this balance is the last day of Agillink banking integration. It would be helpful to instead have this balance mirror the 'ledger balance' for these FRB/JPM acc...

Expensify integration with potentially creating invoices from downloaded bills.

For General Ledger to have the option like in Cash Flow reports to adjust the included description. Whether it be no description, under the payee/payer, or to be in a separate column.

Would allow you to create the duplicates you need while uploading a batch of images, and can be especially useful if an image is being used for multiple clients.

When running a report in view mode, our client would like us to put everything on one page so they can just scroll down vs. clicking through 11 pages.

when running report automations for reports with one pdf per client the resulting files all return with the same name. this makes saving the files a hassle because of duplicate file names. it also doesnt specify the name of the report run in the d...

Client purchase many expensive item on CC's so it would be nice to have the ability to add an image to a specific charge.

This would help anyone that has to approve invoices once they go into the pending stage. If you can select your own name, then you can quickly see what you need to approve rather than having to see all the pending invoices. It's also helpful if yo...