Allow users to optionally set up workflow for recurring journals so that when they generate, they first go to a “To Review” workflow step This would provide an inbox within “Tasks” to confirm what has been generated and is pending to potentially...

When reviewing financial statements in View mode after choosing the “Detail” account display option, the view also includes roll-up GLs, and printing from the view mode shows the same view; however, exporting to PDF or exporting to Excel appear co...

The To Complete Box needs to function like the Pending inbox, where it would allow the user to choose Group first, and then load

For the To Complete inbox, it currently does not sort in a specific order. The ask is to have the groups sort in either alphabetical or numerical order

This would negate the need to delete a note and reenter it if the "internal" box wasn't checked before adding the note. This was a capability in Imaging but isn't in AgilLink.

Sometimes checks get accidently scanned in twice and having a warning that the check number has already been used would help stop the user from entering the second scan into the system. I wouldn't want it to stop the deposit process completely as ...

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

Users would like the ability to partially release items just like they can partially approve. This would allow the item to be fully approved through the workflow and then paid as they like.

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...

I would like to add enhancement to list bank accounts in the Pending inbox as it does in the To Pay inbox. When approving, users may want to know which bank invoice is for prior to opening the invoice.