There does not appear to be any way to replace the image for a credit card statement that has been approved and paid with the Auto-Debit. Tried searching several different ways and, rather than delete and re-process, wound up just "relating" the n...

Customizing the Tasks & Reminder will streamline a partners focus to approve bills. Currently, there is a lot of clutter that makes a partner ask more questions on what is pending, why is there so many to be release, etc. instead of simply foc...

Setting up Accounts Receivable is extremely cumbersome to generate a simple invoice. We are not dealing with sale of products so units of measure, etc. are adding lots of extra steps for setup on every client. There need to be global defaults for ...

We would like to give permissions to external users to be able to search past payments and deposits and be able to run Financial Reports without being an internal user.

Users would like to have the Vendor Email listed on the 1099 Transaction Report underneath the Address.

Could we put in a suggestion to Agillink to update their Excel Cash Flows, so that the beginning and ending cash are formatted as numbers?

Users having the ability to edit Gl accounts, access to a client, but NOT access to the client's template, should not be able to edit or define accounts.

I have to view all clients to see which invoice I entered. Takes to long I only want to see what I enter. I enter invoices for other bookkeepers to help out when is needed. I only want to see invoices that I enter when releasing , in pending, or t...

It would be helpful if the system wouldn't log you out so fast, often and while recording a journal entry. Or some save feature for the work you have already done so you wont have to lose it.

When you click on the link in the email, it loads the AgilLink home page. You then have to go to reject inbox to view however if you have more than one item in there, you don't know which one you need to fix. It would be helpful to add some more d...