I think there should be an option to add a 1099 classification on the define vendor. Either drop down or check box. That way when we set up a NON 1099 we can mark S Corp or C Corp and when we run vendor report on January, itll show in report that ...

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...

When a report (Trial Balance, Ledger Report, etc) is produced in PDF or Excel, the client ID should be automatically included in the filename. It currently includes only the current date and some seemingly random numbers.

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...

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 a credit card payment is voided all of the transactions from the original entry are cancelled out by making another journal entry offsetting all of the original entries. When the credit card is paid again all of the entries are again entered ...

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

Allowing preset Intercompany transactions to be set on recurring invoices.

We have Payors we need to mark agent commissions for 1099-NEC each time we record a deposit. It would be extremely helpful if we could setup in Define Payor the coding lines we need to mark for 1099s so that we don't have to remember each time we ...

It would be very helpful to have an A/R customer report. When setting up new customers, the id doesn't increment to the next number. Without a report it is difficult to figure out the next number and it is a useful report, like a vendor listing in...