If you drill down into the Activity Report in legacy the balance in sweep is reflected. This feature is missing in AgilLink and the balance reflected does not reflect the balance in Sweep - so to a client it could look like there is only $25,000 i...

Should be able to create a Discount Invoice. Example: 10 net 10

When you are recoding an invovice with an adjusting journal entry, you can run into a situation with multiple lines where you can't see the Accounting Date field that is required. If you cannot see it and do not know it exists, when you hit submit...

Allow quick approval for transfer.

This ideal will help when creating Spreadsheets or compiling data directly relating to vendors if the reports need to be added to a pivot table or other functions.

When copy/pasting a client's approval of an invoice, the original format (paragraph, spacing) should be maintained (see before/after attached)

To use criteria other than "contains" search in the advanced search would be useful particularly for admins when trying to search across wide swaths of client data. So for example if I wanted to search for everything that has used a certain GL cod...

When running an income statement in the Levels Per Section format, the very last Net Income (Loss) Line should total all the Level Net Income (Loss) amounts. As it currently stands, there is no summary of the different levels so clients would need...

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

The transaction number for credit cards won’t be there because they aren’t treated as transactions in AgilLink until they’re processed as an invoice or journal (depending on your setup). We don’t have a concept of linking to a credit card transact...