Paying a vendor with ARD setup does not create a deposit when using payment method check.

Currently external users can only approve international wires on the mobile app. This should also work for the AgilLink website, for users who do not choose to utilize the app. It is incredibly inconvenient to have to switch between the browser an...

We'd like to be able to export all vendor data in AgilLink - in order to reupload back into AgilLink for a different client. For example, if we inherit a client from a different business management firm - we have to create the new client from our ...

Currently email notifications with balance thresholds send emalis for electronic debits and credits. We only need to know when ach/wire deposits are made over a certain dollar amount. We don't need to know about ach/wires that we send. Also with E...

there are many categories we do not use day to day and having the ability to clean up the options on that dropdown makes it so we can only have the ones we use regularly show up and hide the ones we rarely use and if we would need to use one we co...

add column with "Lock" status on Client Status report

Regarding the Vendor Audit Report, I don’t believe that it accounts for any information changed in the Epay details (bank/routing number). Users would like to be able to run a report to see when any changes were made to any of the vendor’s details...

The update vendor icon is disabled from the main tab on AP invoice approvals. Clicking the vendor name on the details tab (check) will allow you to update the vendor record anyways so why is it disabled on the main tab?

For example, if you search Deposits for a calendar month period to review them and start at the top of the list, there's no way to get to the next one without entirely closing out and it's difficult to not lose your place.

When you do a search for invoices, you will receive results with Open invoices, closed invoices, paid invoices and cancelled invoices and not know which is which. While there is a status for the payments created by the invoice there is no actual s...