Emails from AgilLink should have more options, I should have the ability to flag an email as high priority and include who the email was from (username) within the email vs. cc'ing the user

When a custom category includes a date field, the date field is no longer automatically formatting like it used to. I have to insert the full mm/dd/yyyy in order for the date to be correctly displayed on search results. The previous screen used to...

Add the ability to search images and transactions based on a keyword - similar to the functionality in outlook when searching for an email

I noticed that in the morning when i work, everything works very smooth and quick. However, later in the day, it slows down, when i believe more people are using Agillink. More servers/ better servers for quicker load times.

Currently the vendor audit report doesn't show changes to all fields, such as "additional code."

Currently when the SAG/AFTRA residuals statement image comes into AgilLink, it replaces the original deposit notification image from the bank that was tied to the "Incoming ACH" type. Users would like for this image to become the related image to ...

We have many documents or investments which are larger files and they cant be uploaded. please advise!

When entering a deposit from a particular payor that is defined in the system, would like the ABA number to be stored and displayed after a receipt is entered and they are doing the next one. This is helpful if entering multiple checks from a sing...

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...

The general ledger gives totals for every GL account but not the grand total for all the accounts selected. I have clients that ask for the detail activity and total for multiple expense accounts.