I would like the ability to change the bank or vendor after the invoice has been entered. Right now, you have to redo the invoice.

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”

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.

Would be great if we could add an email/emails as we process as wire or ACH so that when released and the system confirms a successful transfer, AgilLink automatically sent a notification that it was processed successfully. Could save time for rea...

It would be helpful to separate On Hold from invoices needing approval. Without this, I'm having to open up invoices in To Approve to see what truly needs approval or is waiting on new information.

"Show current year earnings" was always checked as the default on the balance sheet. This recently changed without any advance warning. We recently "printed" our clients financials and had to reprint them because we did not catch this change. Plea...

It would be helpful to be able to add any kind of reconciliation to the automation report. Manual bank rec have to run separately and added to our reports package

Need a new report to display all the paid AR invoices within a specified period. Data should include Client, Customer, Invoice #, Original Amount, Paid Amount, Balance, Deposit #, Date

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.