In legacy there is a Feature on the third page of the Vendor Entry screen to "make payable to vendor ID". This feature allows users to have the original vendor show up on the invoice for accounting purposes as the end recipient of the payment whil...

The detail tab allows us to view all of the coding in one place. It would be very easy to make changes on this tab. Currently, we can only make changes on the main tab, and we have to scroll through since we only see a few lines at a time.

It is extremely useful to be able to export GL data to excel in a csv type format that allows for easy sorting, by account number, vendor, payor/payee, etc. See example export attached. This allows for using the filter excel setting, vlookup formu...

When you go to Reporting – General – Budget Report, you can run each revision, and it will show you the actual budget (but there is not currently a way to search what budgets were created, when it was created and/or revised, and see the descriptio...

Update the fonts on the check face to be uniform. Currently vendor font doesn't match client name.

It may have seemed like an intuitive place to put this button, having it between the bank and the ledger transactions, but practically, when using the bank rec module, it simply is not intuitive. My assistant and I both keep wanting to go to the b...

Currently we have to go one transaction at a time and click the MATCH button each time. It would be nice to be able to find and click off multiple transactions and just click MATCH once. It would save valuable time (in consideration of the process...

External users should be able to set up their own workflow alerts. Currently, they do not have this option, so they need to rely on the admins of the site to assist.

At the moment, when sending a Bill Pay Epay, no other information is transmitted as part of the payment. There could be situations where a vendor requires notes or description/addenda to be added to the payment to convey the proper client is paying.

when creating an AP invoice and entering a new vendor name, AgilLink will tell you no vendor with that name has been found and asks if you would like to create it. When you answer yes, the "Define Vendors" screen pops up, but it does not include t...