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...

In legacy, a report in imaging called the "scanned cash receipts report" existed which allowed firms to see unassociated/associated deposit images. This allowed firms to audit whether deposits images that were uploaded were actually entered into D...

In Legacy, repetitives generated with invoice numbers that matched the invoice date. Give firms the ability to match this functionality from legacy.

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?

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...

If a client wants to change the template chart, the system does an analysis to see if the accounts match. If they don't the user gets a message that accounts dont match and it is a lot of work to find the offending accounts. AgilLink is analyzing ...

You should definitely be able to expand columns. If you have more than 10 characters, you can read what it says. Most of the time you can't click and scroll over. Hovering never works either. Very poor design.

I would need 3 dates. The date the journal entry would appear on the ledger after it is booked. For me, January 1st. The date of the gl account balance that the journal entry is referencing. For me, December 31st. The date I want the process to ha...