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 ...

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

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...

While approving the invoice: When approver/allocator sends notification to make any changes the system should automatically pick up at least Client ID and Client name for Email Subject. Currently we do write subject manually so the receiver can ea...

Please add an option to search by level in the Search Images and Transactions page, so that a user can search by a specific GL code and/or level by all or specific categories.

add column with "Lock" status on Client Status report

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.

Currently AgilLink doesn't have a report that shows what financial period calendar clients are currently using. This would be helpful in the event a user needs to change calendars quickly.

It would be helpful to have additional filters or features when defining a client list. There are times when we would like to run report automation across entities based on the proto or clients. Can we get a button that pulls in all entities based...