Client would like to set up an automatic transfers on AgilLink. For example, a specific amount on the 1st and 15th of every month from checking to savings account.

User wants the Alternate check name to be sent on electronic payment methods like an ACH. This only works for checks and not ACH transactions.

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.

When you are on the Bank Reconciliation screen there should be a link to the bank statement image

Run a Multi-Client Income Statement that supports Levels or use Report Automation to run separate saved reports (that support levels) but combine them into a single excel workbook

The screen to select banks accounts includes inactive banks. Clients frequently close accounts or move banks and don't want to see a long list of banks of which a number might be inactive

Add a total roll up section in a GL Report. Client wants to see a recap of the debit & credit totals at the end of the report. They also want a "Compression" report added. Both features currently exist in Legacy.

Currently AgilLink doesn't have a report that shows what financial period calendar clients are currently using. This would be helpful in the event a user needs to change calendars quickly.

Overview: To better serve businesses and financial professionals who handle multiple clients, we request the development of a cross-client reporting feature in Agillink. This feature would allow users to generate reports based on specific GL (...

This is useful for when a client is in the last approver step and they approve the invoice but add a note to it. The user paying the invoice can see that a note has been added.