Since it is possible for transactions to be entered without images, based on settings, it would also be useful to have search criteria (check box) for limiting results to only those items without images associated. In particular, journals but also...

When you try to delete deposits, it becomes a tricky situation if you have another window open with Agilink running on the same account. If this is the case, then the "delete" function will not work. It will continue to not work, even if you refre...

As an approver, sometimes I want to research an item that is pending my approval. There are usually multiple optional approvers, so I like to place a HOLD on a item while I research it. While it's on hold, nobody should be able to remove the hold ...

Inter & Intra client transfers between CNB accounts that were paid via ACH/WIRE in legacy did not generate incoming ACH/WIRE notifications in Legacy. The firm would like to suppress these notifications in AgilLInk as well, like they're suppres...

I would like to filter by user in the "To Enter" inbox, which would show me the documents that were uploaded by a particular user. Sometimes I have multiple people scanning & uploading documents for me, and I need to know who uploaded what. ...

Give admins a settings that allows them to choose whether a recurring invoice that's edited should go back To Review OR To Approve.

There is a refresh button at the top of the ledger report which is very helpful.

The ability to request additional user licenses through a global admin screen. A signature would be on file; a notification would be sent to finance, and then the license would automatically be added to the site code. This way, there is no waiting...

Have an upload available to create clients groups in AgilLink. This will save a lot of time during the fresh setup implementations.

Provide the ability to hide the new Accrued Balance column on the AR Aging report. We provide this report to clients to see what is past due and reach out to the individual customers