We use Agilink for all companies and specifically touring. For touring we use the divisions feature to track expenses and income that is related to a specific tour/project. Now that I am a senior I no longer do most of my own transactions and inst...

Firm would like to use the upload journals template to upload bank activity from non cnb banks and need to code 1099s.

In addition to being able to attach an image to Vendor Set-up (like W-9) there should be a section under Vendor where you can save notes.

Currently if a user wants to check to see what payments were made against commissions that were marked as "Memos," they need to run a separate Invoice Register and tick and tie against each line item. If a link could be made on payments processed ...

Allowing preset Intercompany transactions to be set on recurring invoices.

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...

it would be amazing to be able to recode an entire block code to another code. for example if i have 30 invoices coded to personal expenses sundry, it would be nice to be able to mass recode all 30 to another code instead of going one by one to ea...

When making monthly partial payments on an invoice originating in a locked period, the partner has to unlock the books to allow the partial payment to be cut by staff, then the partner has to re-lock the books. This is a recipe for disaster as the...

When an Account Manager (in the “To Approve” box) changes the coding to an invoice, they do not wish for it to go back into “To Review.”

Having the ability to create levels and vendors on the fly for journals and intercompany journals would save a ton of time. Currently users need to open up a second tab to create either and then go back into the transaction. Users can currently se...