I was recently advised that in order to avoid locking (pick a subject), that we should hit CANCEL at the bottom of the screen instead of the X to close the window. Could the CANCEL button be added to the top of the screen to avoid having to scroll...

Give clients the ability to allow memorization coding of Levels on the CC Review Statement screen

It would be great if there was an option which would allow us to email 1099s to vendors through Agilink (rather than having to print and mail them or save the pdf and email manually)

Please reduce the number of clicks required to close a period. It's too much, and I don't think a warning and confirmation prompt are necessary.

When you Duplicate a Bank Statement and select the function "Associate Immediately" - currently AgilLink times out and crashes. It would be nice if this feature worked.

Would like to see a dynamic variance column that represents the difference between whichever 2 periods your are choosing to display. (e.g. prior year end vs. current period, prior quarter end vs. current period, prior month end vs. current period)

This should be on the drop down for tasks & reminders instead of needing to go back to home page.

In Legacy, there would be an error message generated on the screen if an international wire was paid after the wire cutoff time. Can that feature be added to AgilLink so that we know instantly if that wire needs to be reprocessed the following day...

User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.

When an invoice fails or is rejected and needs to go back through the workflow, the approval records are wiped. We would like to be able to maintain the history of the approvals even if the item is sent back through the approval process