In Legacy you could run a TB that spans Year End by re-opening periods. (There was an option to perform yr close that you could set to no) This TB report is run using levels for Tour Reporting and it is a legacy gap.

In all inboxes, clearly show whether or not an invoice has a comment. Often an external approver (client) will add a comment which is very important to know prior to payment. Currently you have to go into each and every invoice to see if there is ...

Add transaction drill down link to the related image section.

it is helpful to see the most recent data first rather than seeing old data then having to click the data to fix the descending view. Ie. reviewing AP, you want to see most recent paid items vs old ones first. In deposits, you want to see the most...

Cash Receipts – Incoming ACH Use payor description instead of overriding from ACH

user would like the ability to see the bank balances while approving invoices in the mobile browser. The user has the Mobile Internal user role permissions so they have the ability to see bank balances but those balances are not available while ac...

Currently, Report Automation does not launch a separate window while running. If it's a large client set, AgilLink will timeout and the reprorts will generate. Allow reports to gerenate in separate window and inform user when completed (we do some...

A time-out notification should appear on every page available in the system. If a user has not been active for a certain period of time, prior to logging them out, a notification should appear to enable to stay logged in or be logged out. Currentl...

It would be helpful for users to create adjusting journal entries without posting to ledgers until they are approved. In Legacy, we have this function and those users have the ability to run working trial balance reports showing the effects of the...

When enabled at the user level, AgilLink Online Banking Notifications can currently send out banking alerts to users for anything that is "Action Required," which include EASI transactions that fail, are pending or rejected. With regards to the ne...