If red font was used for any negative balances on the home page, it would be easier to manage bank accounts.

After a payment is made, nothing besides the expense account can be changed. There have been several times that a date needed to be changed on an invoice, but since the payment was already processed, it can't be changed. For autodrafts, sometimes ...

The ability to mass export client chart of accounts helps us create automation templates. Currently we have to export one by one.

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...

User are able to code to 1099s on journals that were generated via the credit card module. These items don't show up on the transaction report and don't get calculated (by design). Can we not allow users to code at all or add a pop up letting them...

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

This would be extremely useful as there is currently no option to save any sort of report.

When running bank reconciliations on legacy datafaction. Outstanding checks that were voided had a little note in parentheses indicating the check was voided on a specific date. Modern AgilLink lacks this feature causing delays completing recs and...

Add the Category ID to the Agillink – Same as what is / was in Imaging. We have so many new firm merging that this would help our users until we remove the unwanted ones. Add pre/suffix to category ids when clients are transferred

This is an option for much of the external reporting but for some reason not Trial Balances. Most employees are used to working through client ID's rather than company/family names.