I think it would be helpful to be able to do calculations directly within AgilLink when paying an invoice/booking a deposit. For example: if I'm coding out an invoice with 25 invoices and 5 of them are all say airfare expenses, I would like to be ...

Currently we can only select specific clients in the Pay Invoices screen, but we would like to be able to filter by Group to get a better picture of cash requirements.

Before AgilLink logs a user out for inactivity, it would be great if there could either be a sound or screen alert, so that they can choose to stay active and save/complete their work

We frequently have to process one transaction followed by another required transaction. For example, after posting payroll, we have to pay the 401K contribution online. It would be very helpful if we can chain a template to another template so tha...

Have divisional columns for the cashflow report with grand total column at the end.

When running a cash flow in the view output mode, there is an option to check on "Check out our new charts." When a user gets to this new page, there a pre-set titles to the pie charts - "Money Made (Who Paid You)" and "Money Spent (Who You Paid)....

Just as we can have an alternate address for 1099, please add the option to have an alternate name on the client for 1099 purposes.

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...