It would be insanely useful to be able to filter which line items need to have bank accounts updated since some don't see to automatically take to some of the client's new bank despite being an option in the dropdown. Similar to how when a GL line...

On the “Upload Single/Multiple Documents” screens, while uploading images, a list should populate on that same screen that shows all the images that one has uploaded thus far to the client rather than having to navigating to the main screens perta...

In the Workflow page the predictive lookup for templates should sort alphabetically by description. In addition, when zooming to workflow template definition page, the existing workflow templates should sort alphabetically by description as well. ...

When approving invoices, you have the option to notify someone when holding or rejecting an invoice, but not if you are approving. This would be handy (and was available in Imaging) to let a partner or someone know you have approved, remind a book...

A user is concerned with the prospect of users being able to print checks over and over without the use of Reprint Check because the print screen does not disappear after a print and it allows the saving of the check to PDF. In Legacy when you hit...

I would like a daily notice sent to me if I have items that I haven't approved yet. I may see the initial email but then get distracted and forget. A daily reminder will help keep me on track of items that are waiting for me.

Much like with QBO, it would be great to allow customers to pay invoices via ACH by entering their banking info via secure link in the invoice/email.

At the moment when you attempt to Partially pay an invoice which is dated in a closed period you will receive an error. The error occurs because partially paying an invoice creates a second invoice with the same ID plus a -1 and since its trying t...

In the old Datafaction we were able to export general ledger data into .xls format and into .csv format. The .csv format export option does not seem to be available in agillink. this is an extremely important report to have as the data can be mani...

Why are monthly totals checked off as the default setting when running ledger reports.? We would prefer this option be on the Firm Settings. Thanks,