We use Agilink for all companies and specifically touring. For touring we use the divisions feature to track expenses and income that is related to a specific tour/project. Now that I am a senior I no longer do most of my own transactions and inst...

Audit trail feature for adding bank accounts in Agillink. Currently, there’s no way to track who added or modified an account, when it occurred, or what changes were made. Adding a system-generated log with user, date/time, and account details wou...

Several banks have different routing numbers when receiving ach's vs. wires. It would be great if in the Payment Method section of the vendor def there was a field for ach routing numbers and a separate field for wire routing numbers. And then bas...

When I am searching to see if a recent invoice/check was paid, the invoice search shows me printed (paid) checks and 'open checks'. However, checks that are sitting in "To Pay" are not included as open checks, resulting in a search result of 'none...

If a user logs into AgilLink for the first time and clicks on the To Approve inbox without selecting a client all of the approval boxes are greyed out. We should have a message on the To Approve inbox page appear stating they must go back to the h...

Add in the ability to train to ignore transactions in auto bank rec. This would particularly be incredibly useful for sweep accounts.

When entering an invoice, you should be able to edit an existing vendor. There have been several times that ACH/wire information or the vendor address has changed since the last payment, and the person entering the invoice has to leave the enter i...

Global Admin should have the ability to mass "Lock" the year for multiple clients at once, rather than having to update each client individually. Additionally, the "Client Status Listing" Report should display if the period is "locked".

There is currently only one way to see where a right is allowed, and that is to pull up the role on the user role screen. This is fine when defining a role, but if you need to know which roles allow a specific right, you'll need to look at each ro...

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...