Certain cash strapped clients would benefit from Holding on release items to ensure there's enough fund to cover.

Pre-saved “structures” for reports where we can custom set the level of drilldown into any client’s report as we please. We would like to be able to save these presets at both company, group and user level. Currently we are only able to run report...

The current report defaults to a start date of January 1 and only allows selection of an end date. It would be beneficial to enable a customizable date range, allowing users to specify both start and end dates, such as extracting data for a specif...

There should be an option to copy a link where one would normally email links so that it can be quickly and easily shared via MS Teams.

Currently searching by scan date will only show images not attached to transactions or supplemental categories. Searching by scan date should show all images regardless of if they are attached or not.

It would be very helpful on vendors who have coding lines that should not receive a 1099. Example, paying rents and reimbursing expenses - if we could mark the vendor's Rent Exp for 1099s and Unmark the expense reimbrusement coding lines in the ve...

I was recently advised that in order to avoid locking (pick a subject), that we should hit CANCEL at the bottom of the screen instead of the X to close the window. Could the CANCEL button be added to the top of the screen to avoid having to scroll...

Give clients the ability to allow memorization coding of Levels on the CC Review Statement screen

After a payment is made, nothing besides the expense account can be changed. There have been several times that a date needed to be changed on an invoice, but since the payment was already processed, it can't be changed. For autodrafts, sometimes ...

It would be great if there was an option which would allow us to email 1099s to vendors through Agilink (rather than having to print and mail them or save the pdf and email manually)