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.

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.

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.

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.

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 ...

The save button when inputting credit card transactions stays put at the bottom of the screen. When you have a credit card statement that is over 150+ line items, and wish to save, you need to travel to the bottom of the page, save, then scroll ba...

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.

Ability to go through a chart of accounts and select which accounts are 1099 eligible vs. which are not, as well as what type of 1099 classification each expense would fall under. This makes the 1099 processing much easier. For example, flights/ho...