Currently we only run consolidated comparative FS at the child level (XXXXX-X). It would be helpful to be able to run these at the parent level (XXXXX) to gain the full view of the client. To do this now a lot of manual work is needed in Excel. An...

Is there a way to open an internal calculator in Agilink?

It is common to run into realizing you are in a closed period and need to open, or vice versa, when running reports or entering/updating transactions. This would be super efficient as we would not have to open a new tab or leave what we're working...

Give users the option to include the detail description on the cashflow report. Several firms feel this would be beneficial when providing this report to the end client for review as they utilize the detail description on GL breakouts.

Is it possible to create a budget that can be in a different order than the numerical chart of accounts?

Title on home page - would be easier to understand if it was listed as bank and book balance vs current and ledger balance.

I use the search button on the landing page to sort ideas by subject. Upon viewing a full idea, there is no way to go back to the previous screen that I came from, the list of ideas on a specific subject. It would be nice to have a back arrow on t...

I have access to several groups on my logon. It would be very helpful to select specific groups for XYZ function I'd like to run. For instance, I only want to review Pending invoices for 3 of 6 specific groups. Choosing specific clients would take...

The dropdown list to select Transfer Templates is organized based on when the template was created. Organizing alphabetically will make it easier to identify the correct template to use. This would benefit any client with a long list of transfer t...

currently when documents are scanned and pulled, you have to delete each document individually, and this is time consuming.