Allowing for the credit card upload file to also include GL coding and levels via CSV or Excel, allowing everything to be pre-entered in the upload on the To Enter screen, instead of just the date, amount, transaction description. This would be ex...

During bank reconciliations, it gives us an option to book transactions. However, in order to book a proper payment we need to upload an image that relates to it. Currently, the only way to upload an image is to back out of the reconciliation page...

Have an admin report available to run across all (or specific) clients across the firm to see what recurring's failed to generate for a specific time, as well as what the reason was. This is so that the firm can audit and be assured that all recur...

When transactions are accidently entered under the wrong client and/or bank account, there is no easy way (unless I missed it) to delete in bulk.

It would be useful to have the following banks as options to choose in the "Import Statements" menu: Pinnacle Bank Studio Bank

In legacy Datafaction imaging "online banking" balances, it was possible to view everything to which the user had permissions. This was extremely useful, but does not appear to be possible in AgilLink. It appears only one group at a time may be vi...

When enabled at the user level, AgilLink Online Banking Notifications can currently send out banking alerts to users for anything that is "Action Required," which include EASI transactions that fail, are pending or rejected. With regards to the ne...

Allowing preset Intercompany transactions to be set on recurring invoices.

Ability to Lock a default financial statement style so that others cannot edit

Please reduce the number of clicks required to close a period. It's too much, and I don't think a warning and confirmation prompt are necessary.