The ability to backdate a recurring when initially setting them up, so that it can be associated with a payment that was just processed/is being recorded for an earlier date

We keep the books for a lot of clients for both their personal & business - we should have the option to have a budget that includes both of these in one report/ budget. We are currently doing this in excel and it would save time to be able to...

currently when documents are scanned and pulled, you have to delete each document individually, and this is time consuming.

Currently running the Transaction Counts by user for a prior year only includes currently active users and not users that may have been deactivated since then. This limits the effectiveness of this report from a managerial perspective.

Would like to run a comparative balance sheet using a "Beginning of Fiscal Year End" column. Currently you can create a custom report using Balance Sheet amount at prior year end - but then current year earnings are displayed so the comparative pa...

Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...

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...

Currently we have to begin to type a number or a name to get the list of possible clients to populate. It would be nice to be able to click and have all our clients populate in an alpha or numeric list that we can then select from, with the abilit...

Our Complance Team, asked to receive a listing of custodied bank accounts grouped by unique entity including their bank balances, number of accounts, and region of business. I was able to run the admin report "Bank Account Listing" to obtain the i...

In Legacy we could click a box next to several deposits and click print and it would print in one pdf. However, in AgilLink we have to print each image and then combine together which is extremely time consuming when you have 25 checks to put in o...