When the virtual check shows a truncated version of what was input, the user feels like the information will be missing on the physical check. This causes a slow down as the physical check then needs to be inspected to make sure the necessary deta...

Staring at a white background screen for 8 hours straight borders on inhumane. Datafaction defaults to a dark background for a reason.

QBO has a section of the vendor profile screen to upload a W9. Would be helpful in AGL to upload additional information to a vendor's profile screen, rather than relating extra documents to a single invoice. Not exclusive to ACH Authorization form...

The Detailed Vendor Report shows the GL coding, but not the GL Descriptions. This would save time from having to go into each invoice and copy this information when requested. If a new output choice could be added to Vendor Reporting, this would g...

When we aren't using levels, we need to create several budget revisions per entity. E.g., if we have 5 homes with distinct GL codes, we need to create 5 budgets for each home to get a budget vs actual report. We would like the ability to tag some ...

Give administrators the ability to allow View Only Users to view the Recurring invoice Template screen. Firms will use this to allow their client services team to audit the recurring invoices and make sure all recurring invoices are setup for clie...

Once transactions are fully approved (wires and ACH's), there should be no need to do the extra step of releasing them. This is extra work. Full approval means it is good to go.

The vendor report shows the level ID, not the level name. It would be helpful to see the name in this report, especially if we are just using consecutive numbers for our level ID's.

Many times I copy and paste client emails to insert as notes on invoices. AgilLink doesn't allow me to keep the email format making the note very messy and ineligible

When searching custom categories in Historical Search, the main description field is not displayed. That means you must open each document in the search to know what it is.