As this can be a very helpful report to run either by a group of clients, or one client at a time, it would be very useful to have the ability to export it into PDF or Excel. Currently, you can only print to screen/take a screenshot.

Having to download several different types of reports as PDFs, would like to see an option in the Settings tab where reports can be exported as PDFs, that would allow pre-naming the file, prior to download. Currently a Cashflow report name looks l...

ACH Return notifications should be added to Alerts in AGI instead of limited distribution email delivery

It's great to be able to populate the additional search terms or additional description on large sections of the chart templates via the upload tool, however, if one were to make a mistake or decide it's not as useful as hoped, there is no way to ...

When a client only has one journal to enter, the Id does not show up after it has been submitted. Or when it is the last journal entered, it just takes you back to the inbox.

We would like to to have the option to have transaction dates posted on the transaction date vs the statement date.

Currently the CNS balances on the AgilLink dashboard only display the cash balance in the account. There are additional funds in those accounts that are invested. It would be helpful if the entire balance displayed.

Deleting documents that are not needed in the To Complete takes too long as you have to delete documents one by one. Would save more time if we can select multiple without having to go into each document.

Allow quick approval for transfer.

Client would like to be able to view the journals that affect the cash associated with the bank account