It is useful to see incoming funds for all clients each day/throughout the day to quickly monitor cash inflows as well as outflows and can quickly see if expected funds have been received. It is inefficient to have to drill down into each bank acc...

When entering a new vendor into the vendor field in AgilLink you are asked if you want to set up the vendor at that time. When entering a new payor in the payor line of the record deposits screen, AgilLink just tells you that you need a payor and ...

you cannot delete a user who was in workflow for a client that has been transferred. You should be allowed to do so.

We would like to create a cc def upload feature to streamline on boarding for new clients.

Currently any user who can enter a journal can delete one. a role to delete journals should be added so that the ability can be better limited.

Often times as users are promoted in a firm they go from being Approver step 1 to Approver Step2. Or a user will leave the firm and all rules with that user need to be replaced with a new user. A tool to perform these actions will greatly assist t...

When running a Trial Balance, you can delimit the report only by the first Level. This is fine is all levels are an implied hierarch (e.g. Tour, Continent and City, or Series and Episode). The problem is when the levels ae independent (e.g. Proper...

Client would like to also see the transaction details along with the copy of the image, when the link is sent via AgilLink. I've attached an example.

Add a new row on the printed AR invoice under Invoice Summary for client code. This is currently printed on the legacy AR invoice

Within each bank account, we need to have the ability to have other partners approve but with a non-approval partners signature printing on the approved check.