I needed to book Credit Card statements as JEs instead of invoices/payments. So I changed the 'Accounting Mode' in the CC set-up, and once coding was done, it created the JEs. However, upon searching for those JEs, the Image # does not appear in t...

Allow updating account number in bank def and maintain previous bank rec data.

There isn't one consistent place in Agillink to locate front and back copies of all cleared checks. Some can be seen by clicking on the Current Balance but all are not shown. We had this in Imaging, simply had to open the details box and click on ...

Currently cannot delete certain GL accounts that are not being used. I Keep getting an error message saying "Unable to delete account since it has associated journals. To find the transactions please visit the Journals Report Page." There is nothi...

Add an option to execute recurring AP invoices on a quarterly basis

Enhance the Upload Vendors function to upload international wire payment method and required information for that method.

that way everyone would know who the invoice was sent to without going into the client. not everyone has access to client details.

Being logged into a Template should be the same as being logged into a standard account and then clicking on another client's image - it prompts you that you're about to switch to a different client code. Bouncing back to the home screen to switch...

I understand with AgilLink, this task was pushed to the client side but the software is difficult to manipulate with what should be fairly straightforward. For example, I have been wrestling with one client signature for an hour to try and get it ...

Currently, external users can only view coding breakdowns on invoices via the app. Many external approvers would prefer to approve invoices via their desktop (as it is a larger space to view invoices); however, it currently does not provide any co...