Have the ability to add, edit, or delete branches on the drop down list in bank accounts

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...

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

As email has gone away as a validation method for 2fa we need to make sure that either Token or Mobile is required before a user can be submitted and email is set to non-required.

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.

Field is locked once you have submit the page

If the current ledger balances could be integrated with the chart of accounts this would be a huge time saver. Constantly having to pop into another screen and run GL reports to ensure we're coding something properly is time consuming. For example...

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...

The user paying the invoice does not have the ability to determine whether a laser signature is printed, I should be able to determine that during the workflow

It is time consuming to click on the split icon with your mouse. If we can access the split feature with our keyboard instead, it would be a huge time saver on credit cards that contain a lot of splits.