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 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.

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...

When opening any inbox (pending invoices, to pay invoices, to approve, deposits ext) all of the entries in those categories will load and it can be really slow if there is more than 500 or so. Please let me select filter options before loading eve...

Would be easier to remove it directly from agilink rather than having to edit the PDF file, reupload and replacing the invoice image.

Would be great if the main browser displayed the session clock for inactivity.