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...

Would be a big time saver when compiling invoices for reimbursements to be able to search for all images by Level

While the auto rec feature is extremely useful, if we could add the ability to input a formula here to generate the month, like the one used in recurring invoices, that would be

For fraud prevention: Stronger/Better visual on invoices when vendor information has changed. In the To Approve and Pending invoice workflow, there should be an icon next in the 2nd column (like the yellow notes or recurring item icons) that indic...

A notification should be generated when an override of an invoice occurs alerting users

Can we have a more descriptive error message for the review credit card menu when the invoice ID has already been used? Currently the error message the document doesn't match the latest version, please refresh the inbox to see latest does not let ...

Currently report automation can only be run by client list. It would save a lot of time if it could also be run by client groups, as those groups are already set up by client and/or desk.

Currently you can only run a vendor report for one client at a time. If a user is searching for a specific vendor across multiple clients, it can be quite time consuming. By adding the ability to run this report with the option of selecting groups...

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.

Rit from Cal Financial would like to be able to upload a budget into AgilLink. It is much easier for them to manipulate budgets offline in excel and upload into AgilLink rather than making them in AgilLink which can be cumbersome.