Add Column to journal entry screen to include Vendor. Currently only able to apply vendor if 1099 eligible. Client would like the ability to add this within the journal entry screen and on the credit card transactions. Many clients pay certain bil...

Like the "clear locks" option, it would be helpful to not come out of a search or report running to open the books if you need to recode an invoice, etc.

Users in international time zones should be able to be assigned the correct time zone so that notifications are sent at the desired times.

Would like feature to choose a financial template style for Multiclient financials and also to choose a date range like for quarters.

It would be nice to be able to upload form 1098 and forms 1042s to the IRS FIRE system using Agillink data of payments (for 1042s reporting) and receipts (for 1098). Having to go to a 3rd party form producer is cumbersome and error prone. It seems...

Legacy gap - Loan amortization schedule

When you print a blank check in AgilLink, the system should keep track of what check numbers have been used for those blank checks. This would help keep track of missing check numbers and make sure that checks are caught by positive pay.

Please add a "note" box so we can add information that relates to that user for later reference. Ideal place is between the user id (right) and the client groups (left), shifting the clients /roles to the left Only need 50 +/- characters for notes

Add levels to the multi client financial reporting. We run reporting for two clients combined and need the details by levels. Right now it only rolls it up to the main account and you can not see any other detail.

Currently, it just says Cleared and we have to do more research if it really cleared and what date it cleared.