Title on home page - would be easier to understand if it was listed as bank and book balance vs current and ledger balance.

There should be an option under Reporting to reprint bank rec reports instead of going through the entire process of reconciling again.

Add GL coding and High Priority Invoice indicator to the choice of options to view on the Recurring Invoice Template screen

This will provide an additional visual tool to see where monthly/annual spends are (P&L) and asset/liability split (balance sheet). Credit card statements (like AMEX) allow for this and even some banks. It would be beneficial to add here.

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...

Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...

It would be awesome if we could click to run a quick last 12-month GL activity report while viewing a GL code, either while in a transaction or while in COA. For example, while coding out a credit card bill, if we're unsure how we've coded a certa...

Add levels to the multi client financial reporting. We run reporting for two clients combined and need the details by levels. Right now it only rolls it up to the main account and you can not see any other detail.

Can we rename the report type to "Periods" and "Custom Date" instead of "general ledger" and "activity report"? General Ledger and Activity Report aren't descriptive and don't tell the user what they are selecting. Letting them know they can run p...

More options to customize placement of underlines and $ signs on balance sheet and income statements. For example - on the balance sheet, when using Total Column Offsets, I do not want an overline on my Total Current Assets amount, I would want i...