The ability to request additional user licenses through a global admin screen. A signature would be on file; a notification would be sent to finance, and then the license would automatically be added to the site code. This way, there is no waiting...

Have an upload available to create clients groups in AgilLink. This will save a lot of time during the fresh setup implementations.

It may have seemed like an intuitive place to put this button, having it between the bank and the ledger transactions, but practically, when using the bank rec module, it simply is not intuitive. My assistant and I both keep wanting to go to the b...

Currently we have to go one transaction at a time and click the MATCH button each time. It would be nice to be able to find and click off multiple transactions and just click MATCH once. It would save valuable time (in consideration of the process...

When running Scheduled Income Report Automation levels are run as consolidated instead of detail.

When searching for an invoice there is a column labeled due date. I see no reason for that. A check date column would be more useful.

External users should be able to set up their own workflow alerts. Currently, they do not have this option, so they need to rely on the admins of the site to assist.

At the moment, when sending a Bill Pay Epay, no other information is transmitted as part of the payment. There could be situations where a vendor requires notes or description/addenda to be added to the payment to convey the proper client is paying.

Users are concerned with the error messages when approving invoices because they do not describe the problem and do not allow them to resolve the issue. Users receive generic error Unable To Perform the Operation but if they go into the transfer i...

I have been asked to run an Income Statement covering the periods August 30, 2022, through August 29, 2023, for rental agreement purposes. Currently custom period reporting is not available. The workaround is building a Report column that looks ba...