Global BM would like a split all documents feature when scanning in deposits to process. Instead of splitting the batch one by one they would like to have it be able to split all at once.

I find that summarizing by rollup accounts is insufficient, and that an additional level of summarization is needed at the subcategory level.

With technology moving as fast as it is, we now have the capability of using our phones to deposit checks. Can AgilLink create something where we can scan the checks then upload and send the image to the bank (CNB) to be deposited?

Currently can only sort by specific client. Would be nice to be able to sort by client group as well

need to be able to write off AR for invoices that are partially paid, but won't be paid in full.

To better audit additions/changes to vendor information, please add the feature of: drop-down to select multiple clients, filter by: UserID, Payment Methods, Routing#, Full Name, and Bank Account # (which is NOT currently shown on the Audit report).

Add the check box to search legacy imaging in the expanded search window when entering transactions as well as in the document search choice

I ran into an issue with the recap page in the cashflow report. The title of the first page reads “combined total for all bank accounts” whether I run the report for one account or several accounts. If I run a cashflow report and include the recap...

This is a common request from firms asking for a column for an income statement. If this was a default column we would not need to assist in creating custom columns for users for this feature.

When entering invoices, the amount entered for the invoice under "amount" is aligned to the Right - I think it would be very helpful if the number is aligned to the left.