When creating a recurring invoice, the GL accounts are added in a specific order (line 1, 2, 3, 4 etc). This order should be Static but after the recurring invoice is generated, the order of the GL Accounts are mixed up (3, 2, 4, 1). It should be ...

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.

Replace Bank ID needs to be added so when a client switches banks, all recurring's bank IDs can be changed with one command

When running an income statement schedule or balance sheet schedule to excel export, remove subtotals when running in detail mode, similar to income statement report. Currently each account is subtotaled resulting in duplication of every line.

Financial styles are currently tied to a template client, having them tied to a natural client would make it easier to select the appropriate style without having to search through multiple styles that may not apply

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...

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.

We would like to be able to disable the feature that changes the formatting of check amounts from written to numeric.

Submitted by Sherlaine Jackson While approving a large batch of invoices, a client called her so she was inactive for a period of time in AgilLink. When she logged back into AgilLink since she didn't click the "CONFIRM" button, all the invoices sh...

A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink release that went out last night, but a...