When generating the Horizontal Level report the level columns can be set to report with whole dollars, however, when the Include Total Column box is selected the Total Column defaults to include decimal and pennies and there is no way to adjust to...

I would like to filter by user in the "To Enter" inbox, which would show me the documents that were uploaded by a particular user. Sometimes I have multiple people scanning & uploading documents for me, and I need to know who uploaded what. ...

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...

And the ability to select which alternative name you want to use when creating an AR invoice. Because I don’t want to invoice from the individuals name. That’s the whole point of having a DBA. And this client has several DBAs so we need to invoice...

Give admins a settings that allows them to choose whether a recurring invoice that's edited should go back To Review OR To Approve.

It would help when approving to have the detail window and the image window open in reverse order so the image window opens last and can be moved to a different screen keeping the detail window on the main screen in full window mode. Then as you h...

It would be great if the image that is associated with the original Journal Entry is also automatically associated with the Intercompany Transaction entry that's entered.

The existing reports are formatted in a way that doesn't make them useful for exporting in order to import elsewhere. When it becomes necessary to consolidate multiple sites or a client goes to an org/firm without AgilLink, it would be most useful...

when printing multiple checks with different dates the check number assigned should be in date order not alphabetically by vendor name