User would like the search for keywords to look in a smaller pool of items. A user noticed that when searching “city” in Recurring Invoice Templates, it gives a huge amount of results. They did more testing, and using “city national bank” or any o...

Provide an option to run the Commissions Report for a specific bank account. Currently, when running a Commissions Report it grabs data from all bank accounts within the Client.

When credit card transactions are trained and needs to be updated users would like to see the code and be able to update the training the same way that can for bank rec.

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

When in To Pay, it does not allow you to sort any of the columns when clicking the column name. AgilLink starts loading and shows "Please Wait..." like it is going to sort, but the document order never changes. Column sorting works in other Tasks ...

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 think when running a deposit report, there should be an optional setting to show if any commissions were made for the deposits. Perhaps a couple columns showing if the deposit had commissions and the Invoice#/Memo. This would be extremely helpfu...

When a report (Trial Balance, Ledger Report, etc) is produced in PDF or Excel, the client ID should be automatically included in the filename. It currently includes only the current date and some seemingly random numbers.

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...

When uploading invoices via a spreadsheet, they do not appear in workflow in the same order that they were listed in the spreadsheet. This is an issue for approval purposes, when checking against the original spreadsheet. Especially if all of the ...