It is faster and more efficient with a select all box that span across all clients in addition to the select all box within each client.

As a bookkeeper I want to be able to attached a document to an already existing invoice. Note: Invoice will already have other documents attached. Steps bookkeeper takes: 1. Upload document on dashboard 2. Searches for Invoice and whatever. 3. The...

Clients would like to turn on an option to auto-assign payment numbers in the record payments screen. This would prevent having to lookup the last payment number.

This was a feature of legacy imaging that would be helpful to have in AgilLink to enable our firm to completely move away from CNB Business Suite to AgilLink.

When recoding an AP invoice, the date defaults to the invoice date. On cash basis clients, the date should default to the check date

We'd like to be able to run a report to track the total number of Check/ACH/Wire that we approve and release from AgilLink across all clients on a daily-weekly-monthly-yearly basis.

I often copy & paste emails from clients with more information, but they don't fit if only 200 characters are allowed. Imaging doesn't seem to have a maximum.

Clients would like to be able to setup recurring definitions with a Date token in the Invoice description. For example, if I setup a recurring definition with MM/DD/YYYY, the invoices generated would have the date they were generated in the invoic...

It would make sense to move the search for CNB bank statements under the "Banking" tab, instead of needing to go to “Search & Upload” – “Search Images & Transactions” – choose the drop-down for “Category” and choose “Statements." Under the...

Ability to run a report to see who has visibility to certain clients/groups, and include their user roles, ang log-in/log-out information