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...

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,

Please add an option to deselect zero balance statements all at once in the Send Statements section

Would be nice if we can print and sort by credit G/L, and also have the credit G/L codes print on the Percentage Fee Report.

Summary: OFS wants to use the Ebill Image and to be the replacement on a recurring invoice. Easy way to access open invoices (such as when selecting a vendor) Using Ebills and we do not want the ebills to get uploaded, invoice recorded, and end up...

In Search Imaging & Transactions, i would like a filter to ONLY show transactions WITH images. I can't email or print transactions without images, so having to manually check all then uncheck the ones without images is very tedious.

When you run the liquidity report and select the option to include all clients on the same page, the font size of the client name is too big and it's blue. Run it both ways and compare them side by side.

Currently on CNB's CNO online dashboard (Business Suite?), the firm is able to aggregate bank activity across multiple entities (and multiple accounts) and export it to Excel for their client's review. The firm would like this same feature availab...