Datafaction Legacy Imaging used to have an option where we could print a list of outstanding/pending payable reports. I would like the option to print via Group, Client number or all. It just needs to be a list of Outstanding/Pending Invoice.

When uploading multiple docs at once to have the option to delete the whole pdf instead of just one page at a time.

Is there any way we can upload a document to a deposit without leaving the screen? meaning once i am in the deposit that comes in and I have not uploaded it, i go into the DETAILS section, click on related images and transactions, new and the new ...

When recoding an invoice for an adjusting journal entry, the Accounting Date field should not be auto filled because users will not notice this new box and hit submit not knowing that they created an adjusting journal entry with the same date as t...

Inter & Intra client transfers between CNB accounts that were paid via ACH/WIRE in legacy did not generate incoming ACH/WIRE notifications in Legacy. The firm would like to suppress these notifications in AgilLInk as well, like they're suppres...

Alternative Names in the Bank Definitions should print on the Deposit slip. This feature works in Legacy but not in AgilLink. In Addition, Bank accounts in legacy can support up to eight alternate names. During check printing, you can select which...

Since agilink did enhancements it is very difficult to switch between clients. there should be a drop down list for each user on the clients they use

When certain key fields are changed on vendors, such as name, address, "vendor account" reference, and any of the banking information at a minimum, any open invoices for that vendor need to go back to start of workflow. (Changing default GL coding...

When investigating the status of outgoing electronic transactions, it should be simpler to locate the applicable groups or client entities for setting filters. it's a more precise or a "starts with" in those fields now. Throughout AGL most of the ...

Inactive user appears as blank in the workflow- users still need to manually update the workflow and delete steps if applicable to correctly update it. Otherwise the existing workflow remains and continues to show invoices are pending for the now ...