Having "For the benefit of" and the Intermediary Banking Information buried in the "Additional Payment Information" link at the bottom of the Vendor Payments tab is obscure and very easy to miss. If this were placed along with all of the other ban...

Currently, on a saved Global Trial Balance comparative report even if you uncheck the Show Difference Column and save the report, the report will default to this box being checked when you choose this template and rerun the report.

Until payment has been approved. If something gets rejected you have to change the journals in all the splits. Why would you put the journal on the books unless it is approved??

In legacy, a firm could run a search on cleared check images. We can either add a column in the payments category to view/click on check images or create a new category for them (like what we had in Legacy)

Firms with multiple locations require the ability to define multiple addresses. Then, during bank account setup they could choose the desired address so that checks printed will have the correct return address. (See also this same Idea for client ...

Would it be possible to have the system force the transfer GL to be the same so that you don't wind up using exchange instead of bank transfer?

On the Status Page for e-payments such as ACH/WIRES, add a column to show Vendor Name/Vendor ID

In Legacy, once a workflow substitution rule expired, Datafaction would send out a workflow substitution report to the Approver that shows the client(s)/invoices that were approved on their behalf. Add this report to AgilLink as Partners will want...

Right now, there is no way to make a payment or book a deposit to another cash account, it has to be run through an exchange/clearing account so 2 transactions have to be booked. If I am writing a check/sending an electronic payment from one bank ...

In legacy Datafaction the additional description was shows on a separate row when exporting to excel. AgilLink has no option to show the additional description on ledger reports. Please add the option to show additional description and force a lin...