Legacy provides a report that allows us to view upcoming recurring invoices by their scheduled generation date. This is an invaluable report due to the sheer volume of the repetitives that we have to manage.

It was extremely useful to show the history of what changed on an A/P invoice item. It doesn't appear to show anywhere on the detail screens in AGL.

This would save a lot of time with recording bank rec activity, when a transaction needs to be split between different codes (including handling due to/due froms via intercompany journal)

It would be great to be able to see the journal entry number once you enter the JE and click on submit, the same way you can see the document ID once uploaded.

I was able to search by "terms" in datafaction legacy. This helped pull all related documents with the "terms" entered. Agillink requires us to select a category to search, which takes multiple attempts in each category to find specific documents....

A partner would like to see the Detail tab and the Image when opening Approve Invoices. The default to this section of the program is Invoice and the Image. We would like to make this an User option.

I have 2 questions in AgilLink Is there a way to sort by GL codes or descriptions or amounts while I am processing the credit cards through AP invoice? (in pink attached) Is there a way to widen the columns so that I can see more of the descriptio...

Currently the CC review statement screen does not have a "description" field to add the invoice description. AgilLink automatically assigns the description. Add a field for description so user can enter it as part of CC review process

Rather than closing books one-by-one, can we mimic the bank reconciliation process to include a selection of clients or client groups that can be closed at one time?