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...

Is there anyway to increase the number of characters in the description line? There’s no way we can properly bill with only 100 characters. I cannot even use multiple lines as it requires quantity and unit price to be greater than 0. This is a ser...

When we make a change and recode an a expense or any transaction we want to be able to refresh our P&L to see it reflect the update. Right now, after I have made my changes, I have to re-run a completely new P&L to make sure my updates are...

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

Users construct Report Automation Templates by selecting Saved Reports that reference Financial Statement Styles. This creates a link between Financial Statement Styles and Report Automation Templates that prevents the user from being able to dele...

Ability to change the view to filter by group, instead of viewing all clients. I can select to only view certain clients/ groups

I need to be able to see how old invoices are in relation to the due date of the invoice. The only option I have is to show the aging of each invoice in relation to the Invoice Date

Prevent journal entries from making adjustments to reconciled cash accounts. Or at least create a warning that the journal entry is impacting a reconciled bank account.

It would make sense to have the "Transfer Funds Template" and "Transfer Funds" processes under Banking (and a column for Transfers), instead of under Transactions - Journal Entries

Want a report of deposits done on a day not based on the accounting date, but entry date