If a user makes a comment on an item in their "To View" box the comment is not saved. These comments should be saved so that they can be viewed in the details tab of the transaction.

When I export a TB to PDF, each account number in the GL Account column becomes an embedded hyperlink. When I export a GL to PDF or Excel, each item in the "Ref No" column becomes an embedded hyperlink. None of these links work - they just produce...

Would like signatures to print if an invoice is overridden. Would like payments to go out if an invoice is overridden

When running the AP Open Items reports, rather than running by individual client it would be most helpful if we could run as a client group.

Would be really nice to be able to run multi-client financial statements (income statement / balance sheet / trial balance) at non month end dates just like you can for single client financial statements. When I try and run multi client financial ...

Just a suggestion to include additional information for vendors under "1099 Payments" tab when you go to "Define vendors" and select a vendor to view their profile. For recording purposes - please include the "Federal Tax Classification of the per...

If we have an e-mail address for a vendor we should be able to send them a link that gives them limited access to AgilLink where the only thing they can do is enter W-9 information. That then generates a filled out electronically signed W-9 that i...

this is important information when auditing the accounts. Users will then know who completed the reconciliation and on what date/time.

Zelle is becoming a bigger part of transactions for our clients. We would like Agillink to consider adding Zelle as a feature. Currently we must send a live check when someone is asking for a Zelle payment. Clients want us to bring this feature on...