AgilLink should allow for ACH Pos Pay exceptions to managed directly through AgilLink without having to manage exceptions in two systems. The majority of our payments are now ACH vs. manual checks

When recording payments, Use Next Payment Number should be defaulted to YES. Majority of the time, there's no need for a specific payment number. It can be whatever is assigned by the system. This will save us time.

There is an option to create recurring invoices but not for the credit cards category.

When choosing a recurring invoice from the credit card entry screen it should pull in the recurring invoice description.

When deleting a financial statement style, if that style is used in a Report Automation Template, then an error will appear that relays a SQL error, but is ultimately caused by that. On attempting to delete a financial statement style, it should a...

You should be able to cycle through all of your approvals across all clients on which you are the assigned approver instead of having to go out the main approval page after approvals are done for a specific client.

Can the View Deposits window be customized to include the GL account Description and Deposit Description? I do understand I can run a report, but it would seem more efficient if I can see as the deposits are recorded. Column size for: deposit numb...

Right now when you are reviewing deposits, it randomly skips to another client - even if you have filtered to view one particular client. There may be 10 deposits to review on one client and then after the 2nd or 3rd you suddenly get the message t...

When running the Payment Register from the Invoice Reports tab, there does not appear to be an option to include an Invoice # and Invoice Date. This is necessary to cross-reference invoices processed in a current period (i.e. Jan 2021) that may in...