I am receiving complaints from clients that the password needs to reset too frequently. If possible, please extend this time frame. Thanks,

I think it would be helpful to be able to do calculations directly within AgilLink when paying an invoice/booking a deposit. For example: if I'm coding out an invoice with 25 invoices and 5 of them are all say airfare expenses, I would like to be ...

The dropdown list to select Transfer Templates is organized based on when the template was created. Organizing alphabetically will make it easier to identify the correct template to use. This would benefit any client with a long list of transfer t...

More options to customize placement of underlines and $ signs on balance sheet and income statements. For example - on the balance sheet, when using Total Column Offsets, I do not want an overline on my Total Current Assets amount, I would want i...

The cash transaction summary report only shows the final balance of the GL accounts for the chosen period of time(usually year end balance). Would like to see the balance for each month of the chosen period.

Invoice Image and Coding to be displayed in one window, not multiple. Coding info on left/right side with image center or larger within the same window. This will make the review process more efficient.

Can you please add a way to scan directly into Agillink like there was in Datafation Imaging Helper? It's crazy to have to scan into a different program and then have to drag and drop into the system. Thank you!

When a user is a first step approver and a delegate in another step, the display of the inboxes doesn't indicate whether the approver is approving as themselves or as the delegate. They need to open each invoice and look at the workflow. Can we ad...

We need to search for previously paid invoices and deposits often. There are too many steps involved to find a transaction. Combined with the slow system, it is painfully long. If I am already in a client on the main page, I shouldn't have to ente...

I believe we need a way to either reopen a cancelled AR invoice or a way of changing the cancellation date. At the moment, if an AR invoice is cancelled with the wrong date, the books are off in regards to the AR GL account. Allowing the change of...