We have Payors we need to mark agent commissions for 1099-NEC each time we record a deposit. It would be extremely helpful if we could setup in Define Payor the coding lines we need to mark for 1099s so that we don't have to remember each time we ...

Rit from Cal Financial would like to be able to upload a budget into AgilLink. It is much easier for them to manipulate budgets offline in excel and upload into AgilLink rather than making them in AgilLink which can be cumbersome.

When associating a deposit image immediately, once completed, the program goes back to the upload screen rather than giving the option of printing a deposit ticket/slip. You then have to back to the deposit to bring up the ticket print option screen.

Currently report automation can only be run by client list. It would save a lot of time if it could also be run by client groups, as those groups are already set up by client and/or desk.

When drilling down into financials and recoding items, it would be great to then be able to refresh the financial, same as can be done with a ledger in view mode, rather than having to re-run the entire thing again.

Currently only one invoice description is shown on the ACH e-mail notification the vendor receives.

Add information that can be obtained from journal audit report such as user who entered/modified journal to the details tab of that journal. This will allow users to view this info when viewing the journal instead of having to also run the report.

Users should be able to fully take advantage of their larger screens to stretch columns in the Budget Screen. Currently the icon on the bottom right only allows the ability to stretch up or down and not left or right.

In AgilLink, users may opt to pay multiple payments for the same payment method and vendor with one check, as opposed to one check for each invoice. For example, if a client had three invoices of $50 for Home Depot with payment method check, a use...

Cash Flow – the ability to insert your own name or maybe the option for the Firm settings to set the Cash Flow descriptive name other than “Statement of Deposits and Payments”