User reported that when making a user inactive, the user still needs to have atleast 1 client group added to their user profile. Being inactive should nullify that requirement and if the user is then later made active, a client group should be req...

Categorized saved reports based on user saved reports vs. global reports for quicker identification and selection

Allow users to update username without inactivating

Need a more broad/ generic search function where I can search all transactions by a GL account for example. I can type GL account 1100-001 and AgilLink will return anything coded to that GL account from a single search screen.

To enter the End Date for the report, you currently have to use the pull down menu to select "Enter a Future Date", then it allows you to enter a date. The end date will always be after the start date so this step is unnecessary. We should be able...

When recording a payment, the bank account is greyed out after inputting a vendor name. Have to reset or delete the payment entry in order to change the bank account.

currently this box is sorted by client ID. it would be much more useful if the option to sort by name was available.

When uploading a credit card statement using Define Credit Cards/Manage Statements, there seems to be a character limit for the transaction descriptions. This limit often cuts off crucial parts of transaction descriptions, like passenger details &...

Some of our clients have so many recurring invoices that it's difficult to find the one you're looking for on the Review Invoices page in order to approve it. If we had the same sorting options on this screen as we do on the Approve Invoices page,...

Currently, when a payment or cash receipt is booked to intercompany, the vendor or payor does not appear on the ITC's GL, only the information entered to the description is transferred to other books. Having the detail of the vendor being paid or ...