A feature to allow users to track when Bank Statements and Credit Card statements and credit card data arrive in AgilLink. This will allow them to know when things have been delayed or are missing easier so they can bring it to our attention. At t...

When transactions are accidently entered under the wrong client and/or bank account, there is no easy way (unless I missed it) to delete in bulk.

Users in international time zones should be able to be assigned the correct time zone so that notifications are sent at the desired times.

Like the "clear locks" option, it would be helpful to not come out of a search or report running to open the books if you need to recode an invoice, etc.

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...

Legacy gap - Loan amortization schedule