In legacy Datafaction the additional description was shows on a separate row when exporting to excel. AgilLink has no option to show the additional description on ledger reports. Please add the option to show additional description and force a lin...

If a client wants to change the template chart, the system does an analysis to see if the accounts match. If they don't the user gets a message that accounts dont match and it is a lot of work to find the offending accounts. AgilLink is analyzing ...

You should definitely be able to expand columns. If you have more than 10 characters, you can read what it says. Most of the time you can't click and scroll over. Hovering never works either. Very poor design.

Clients constantly forget their logins or mistype them when logging in to approve bills and would really appreciate this feature. I would appreciate this feature as well considering I approve a lot of bills through the app

you should not have to reset the entire auto recon selection just to change the statement/gl date range.

On Legacy you were able to sort incoming wires/ach by vendor and open up just the image without opening a deposit window [online banking-status] can you bring this back? Also adding a sort by bank account would be helpful as well!

The IRS approved W-9 allows 2 lines for the vendor name. The define vendor set up screen allows 2 lines for the vendor name in the vendor override screen. Legacy allowed 2 lines for the vendor name. The only place this is not consistent is in the ...

Users should be able to search by EIN in the edit 1099 screen. The vendor override information prints on the recipient copy of the form and that doesn't always pull up the vendor in edit 1099. You have to either go to the transaction report to fin...

It would be great to have the option to have Bank Balance/Book Balance omitted if possible, some clients want screenshots of deposits sent to their assistants for record keeping/tracking purposes. It would make it easier to have that displayed far...

We frequently need to confirm payment to vendors and I think it would be very helpful if on the vendor reports the check number was a hyperlink to the check detail on the manage payment site. Currently I have to go back and forth to confirm check ...