Users would like the ability to run the Trial Balance report with four columns; the beginning balance, ending balance, credits, and debits.

option to page break after Total income and Expense.

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

Whenever I export a rollup report to excel and want to copy the data to a new sheet, it also copies all of the hidden detail rows. This negates the whole point of running a rollup report which is to be able to view and manipulate the data from the...

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

I would like the ability to enter the IBAN twice to confirm it matches as this number is typically much longer than account numbers where entering twice is required. Would help immensely with typos.

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...

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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...