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

Add the cash flow report as an option to multi client reporting. Running a combined cash flow report on multi entities simultaneously will create efficiency. Currently, we have to manually create side by side cash flow reports

When doing a global search for images and transactions, column headers scroll off the page.

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

Would allow you to change the bank associated with a deposit or payment to an incorrect account without having to delete and reprocess the transaction

We need a secondary signature for checks above 10k and will not allow there to be optional users and mandatory user

Add InterCo Journal info to the Details Tab of Invoice Approval

Display book balance and CNB balance on liquidity report

in quickbooks the memo line for any check is always easily able to changed for any one check without needing to define the vendor and change its account number. having it this way makes it necessary to create a new vendor each time someone wants t...