The system logs you out too fast, I keep having to run the same reports multiple times a day to continue my review. QuickBooks allows you to just refresh the window you were last in when you sign back in and continue using the report that was open...

Would like feature to choose a financial template style for Multiclient financials and also to choose a date range like for quarters.

It would be nice to be able to upload form 1098 and forms 1042s to the IRS FIRE system using Agillink data of payments (for 1042s reporting) and receipts (for 1098). Having to go to a 3rd party form producer is cumbersome and error prone. It seems...

The To Review inbox should have the same filters as the Pending inbox. Having the ability to filter by group, client, or user would be a great help in identifying higher priority items

When you click the "New" button to create a document relationship from a transaction, i.e. the details tab of an invoice, a search window opens up showing basic search. The advanced search option should be added to this page to allow multiple cate...

When you print a blank check in AgilLink, the system should keep track of what check numbers have been used for those blank checks. This would help keep track of missing check numbers and make sure that checks are caught by positive pay.

Please add a "note" box so we can add information that relates to that user for later reference. Ideal place is between the user id (right) and the client groups (left), shifting the clients /roles to the left Only need 50 +/- characters for notes

Legacy gap - Loan amortization schedule

If there are notes/computations that we have to do, having those lines that will carry through from Define Payor to Enter Deposits will make us accurate. See illustration.

Currently, it just says Cleared and we have to do more research if it really cleared and what date it cleared.