While approving the invoice: When approver/allocator sends notification to make any changes the system should automatically pick up at least Client ID and Client name for Email Subject. Currently we do write subject manually so the receiver can ea...

Please add an option to search by level in the Search Images and Transactions page, so that a user can search by a specific GL code and/or level by all or specific categories.

Currently AgilLink doesn't have a report that shows what financial period calendar clients are currently using. This would be helpful in the event a user needs to change calendars quickly.

It would be helpful to have additional filters or features when defining a client list. There are times when we would like to run report automation across entities based on the proto or clients. Can we get a button that pulls in all entities based...

The order of presentation appears to be very random and it would be very useful to control sort order of the accounts, at least by the ID and perhaps optionally by the bank account description

When uploading an image, there are options to add a description and/or a high priority note to the image, but not the option to add a regular note. Neither descriptions nor high priority notes are visible when entering invoices. It would be helpfu...

Please add a feature to edit the Transfer Funds Template name. Client closed an account, and new account opened. Template allows for a change is the From & To accounts, but not the name. If the name read: XFR FROM CHKG (3) to MAIN (1) ACCT, (w...

Add ability to delete an unpaid invoice in a closed period to minimize reopening and closing periods.