I noticed that in the morning when i work, everything works very smooth and quick. However, later in the day, it slows down, when i believe more people are using Agillink. More servers/ better servers for quicker load times.

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...

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...

Have the "Alerts" display turn RED when there is an item pending in there; otherwise it could be easily missed.

Currently when the SAG/AFTRA residuals statement image comes into AgilLink, it replaces the original deposit notification image from the bank that was tied to the "Incoming ACH" type. Users would like for this image to become the related image to ...

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.

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.

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

Currently you are able to run reports in AgilLink to any date but you cannot control the beginning date. Clients would like to be able to run reports from week to week mid month not from the beginning of the month to a future date.

Can we please have the option to edit which columns display in the search results? For example, I never need "Document Description" but I always need "Transaction Description."