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.

Curtis Merendo from 10250 Provident would like the option to NOT allow users to deactivate vendors, but still have access to Define Vendor page.

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...

Currently the multi-client financials only reports through a specific date. The request is to have the ability to choose a data range (example: 4/1-6/30/26, to show the quarterly numbers for a specific period for a group of clients and not be tied...

Create the option to associate multiple PO’s to an invoice on the invoice entry screen, having the Purchase Order # dropdown menu located on the same line as the itemized general ledger coding towards the bottom of the screen, instead of at the to...

If you go to Banking> Reconcile - Auto, enter the date, clients, and search you see the different accounts tied to said clients. If you go into the bank rec for an account, make edits, and want to return to the account list you have to re-run t...

The Vendor Audit Report currently includes all change information to a vendor, with the exception of the bank account number that is tied to a vendor. This is very important information to track for fraud and should be added to this report.