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...

When a Cashflow report is run to print detail descriptions a blank page is generated when displaying credit card transactions. Having a page break control option would solve this issue.

We should be able to set the accounting date on an accrual AR client without having AgilLink automatically set it as the invoice date. Some invoices need to accrue based on a future date and this is not currently possible without manually adjustin...

Currently when you click on a document ID of a related image on a transaction, only the image opens in a pop up. As the notes for an image are found on the details window, the details window should open up along with the image.

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.

Users would like to have a token to add in the client’s name (who to address the letter to), instead of having to say, “Dear Client” or “To Whom it May Concern,” as these letters are generally addressed directly to the client. Ideally, this would ...

Users would like to have the ability to manipulate the margins on the letter within AgilLink, as it does not copy over margins from Word. The margins currently come out very narrow.

Firms would like to be able to edit the size of the firm logo as it appears on the cover page/letter, as it comes out very small, no matter the size of the originally uploaded logo.

Users would like us to keep an audit trail on users compiling 1099s. Often times Admins will review and prepare to print/e-file 1099s and another user will re-compile causing changes to the 1099s

Right now the only way to edit a recurring definition is from the enter invoice search screen. If you pull up a recurring invoice from the search images and transactions screen you are not able to drill in and edit the recurring definition.