can identify accounts that need to be covered for a client list

sometimes there are ach deposits or debits that we do not have backup for or the agent & client do not notify and our balances are off. would be easy to spot adjustments needed. when clients request balances, it is helpful to have this info re...

Add the ability to drag & drop images in the detail tab of transaction screen

User would like to be able to copy and paste an email address into the confirm email address fields when entering contact information on the 1099 E-File page. It currently requires you to manually type it in and you cannot copy and paste into that...

We need to know when a client walks into a branch and makes a deposit asap and not a month later when we receive the bank statement. There is usually a stub with more information which we can obtain if we know about the deposit when the deposit is...

Currently when searching for an invoice or deposit in the "Search Images and Transaction" page, there is a search option by GL Account but there is no option to take the search criteria further to the Level/Division.

Look at title of PDF and look at delimiters and code to imaging per each field DF Scan

Why did you get rid of 1099 Analysis Report? It was very useful. The vendor report from step 5 in your instructions is similar, but it is missing 2 very useful pieces of the report. One, it doesn't allow you export only "required 1099" vendors. Tw...

DF had this filter/selection when running GLs and it was super helpful for big touring clients so we can easily see non touring activity vs general overhead.

When looking through reports (deposit reports, balance sheets, etc), when you switch between clients, Agilink should keep any prefilled out items (date ranges, etc) that you choose in the first one.