Users should be able to search by the amount or amount range of a transaction on the activity report from the home screen. This would make it easier for them to find items that have cleared the bank when needed.

When an invoice number is entered (on the Record Deposits page), it would be nice if a secondary window opened showing the invoice's detail so that we can transcribe the desired info into the deposit description.

Are there any plans to make the aging report more detailed/customizable so we can add and remove columns? Currently my clients hate having to open each invoice in order to see what is outstanding. This is time consuming and cumbersome as they invo...

Since it is possible for transactions to be entered without images, based on settings, it would also be useful to have search criteria (check box) for limiting results to only those items without images associated. In particular, journals but also...

We used this for certain administrative control procedures in legacy. it will be more difficult to institute some of the controls in AgilLink without this

We use "to complete" for special purposes. Mostly it will be single document uploads, not batches. In fact we used "scan to" user groups in legacy which was very useful.

It seems like different fields will update right away but some do not. He does realize that there is a pop up that gives instructions to close and re-open invoice when changes are made to vendor but doesn't want to do that.

Current emailed invoices from the system come from noreply@datafaction.com. Can this be customized to come from our own firm so clients could reply or know where it's coming from? I'm afraid that when we send out invoices people will think it's sp...

When you try to delete deposits, it becomes a tricky situation if you have another window open with Agilink running on the same account. If this is the case, then the "delete" function will not work. It will continue to not work, even if you refre...

The ability to make changes to all client addresses through a menu without the need to enter each client individually to make the change. For situations where the C/O address needs to be changed and it would be too time consuming to make that chan...