Right now all screens in AgilLink populate the current date when entering a transaction but in Legacy if you changed the date to a different date it would retain that date for the next transaction. It takes them a lot of time to change the date fo...

ability to send email invoice directly in the system with a REPLY to the contact person @ company. (like quickbooks) Right now when you use the email function from agillink, it sends from the noreply datafaction email & doesn't cc or give the ...

Currently in the biller info, you can only add an email address. Would be good to have a contact name so that if anyone has questions or has to call, they can have a person to ask for. Sometimes that isn't clear with just an email address.

To have a reference line or general subject line for invoices. This would help to identify general topic where applicable to the invoice. Internal & external benefits.

Currently, if Client A is making payment on vendor Client B's A/R invoice by book transfer and Client B's deposit is being automatically being recorded, the payment is not being applied to the invoice. We have to make a separate deposit entry on C...

Requires that the full 9-digit Tax ID has been entered in the vendor screen. Any more or less will cause issues down the road with issuing the 1099's.