I was wanting to send out a vendor's international wire in Euro's from a new CNB Euro account, but AgilLink only allows these to go out in USD (Source). It would be great to be able to send out in other currencies other than USD, such as Euro to E...

Allow users to update username without inactivating

Currently, when a payment or cash receipt is booked to intercompany, the vendor or payor does not appear on the ITC's GL, only the information entered to the description is transferred to other books. Having the detail of the vendor being paid or ...

You cannot code AR revenue lines to be 1099'd

When conducting transactions in AgilLink the time stamps are all in PT even if a user has changed their profile to ET.

It's not helpful to search for an investment statement by its scan date. We need to be able to quickly search for a specific statement by entering the statement date and/or date range.

We should be able to add touring budgets and print budget to actual reports. Each will be assigned to a level 1 TOUR DIVISION. Reporting may just be a variation of the income statement.

Levels are displayed on financial statements as different columns vs. being displayed as part of the GL structure on the left hand side.

I receive High Priority emails on every client because I have access to every client. I should not be receiving these on every client. I should only be receiving them on clients where I am on the Workflow. This is a “Workflow” notification. This i...

I checked the box for “Show time and date in footer” however, it only time and date stamps when I select the PDF export option. This is a current limitation in AgilLink. Please accept this enhancement request to get the footer information listed v...