The legacy bank rec report includes outstanding transactions as separate in/out lines closer to the bank balance rather that just an adjusted bank balance like you get in AgilLink. It would be nice to be able to choose between both formatting options

Mass Mode should be available to print multiple entitiy reports for one client. Most of our cleints have more than one entity, it's time consuming to print cash flows for each entity.

Sometimes a recurring template is not set up perfectly and the next generation date is off or too far ahead. At the moment, I will need to manually create invoices for some recurring payments until the next generation date, several months later, h...

When voiding an invoice, notes, related documents, original approvals, etc. are deleted. These removed items are needed for future reference when referring to the voided invoice. I have also spoken to other firms who are also frustrated with the d...

Some transactions need to be coded differently for the same vendor of which it's hugely inconvenient when AL autofills it. So like say if in one statement, person A has and amazon and I code as such, AL will code all transactions to person A. And ...

Allow users to drill down into admin reports using specific client groups for better client management and account tracking.

We think that the ledger balance should be affected as soon as a invoice has been written/submitted, not after it has gone through the full approval process. It will give the approvers a better idea of where the client stands with their cash balan...

Currently if you want to run a report through today, you need to select "select date", then "enter a future date", then click on the calendar, then select today. It would be helpful to have the option to only have one click instead of four

Currently when an approver is delegated in AgilLink, the affected user(s) are emailed. There is no equivalent when adding or removing an approver in a workflow. Approvers would like to receive such an email, especially if they are already an appro...

Adding the ability to run specific GL codes across multiple entities (even the entire firm) would be very helpful for tracking/firm compliance purposes.