Add the ability to login to the mobile app using Face ID

If a user has three family sets of clients organized by groups in their user profile they can only see the clients on the dashboard based on the active client in the menu. Account Managers would like to view all the balances for the clients they a...

Default coding should allow for default descriptions per GL as well as GL specific 1099 coding

Adding a run & save feature on this page would save a lot of time, in the case that customized reports need to be run on a regular basis for different customers.

I WORK IN MULTIPLE ITEMS AND THE TIMEOUT FEATURE IS TERRIBLE, AT LEAST MAKE IT AND HOUR

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 AR aging report does not produce any results when I enter a custom date range of 90,180,360

The External user role should not be a separate view, it should be the same view an internal user gets. We should also be able to turn off the To Enter, and Pending inbox view for users. Clients don't need to see the work on "my desk"

When splitting credit cards, I can only see the items that were split to the entity I'm currently reviewing. I need the option to see the full credit card statement and splits so I can ensure everything was coded/ split properly. I have to open to...

When you go to the Reporting->Cashflow Reports menu, it will list all the bank accounts for a client. Without checking each account manually, there is no way to know which accounts are inactive or active. We could have a column that just says a...