When running a financial statement or a liquidity report, there is no reason to have to select the template. Each client only has one template, so the software should detect it automatically.

when you search a user and the screen gives you mult templete, leave the search open until you have remove the user from all groups, otherwise you have to redo the search

Auto-fill settings in browsers are causing users to be locked out, and auto fill incorrect data into fields. For example, Last Check number field in the bank definition may be auto-filled.

Regarding International Wire rejection - because these are sensitive, can it be programed to separate International wires Rejected Notification under the "Tasks & Reminders" This would stand out from just the invoices, & the users will see...

Business Suite currently sends out pre-notes for ACH’s to verify bank accounts, before an ACH can be generated. Can this be added to AgilLink, to confirm the bank accounts are correct, prior to being able to process an invoice?

If a user is entered as an optional approver on multiple steps of the invoice approval process, allow them to click approve once to process ALL approval steps that they are apart of instead of having them approve for step one then having to go bac...

Able to click on ledger items and stay in the ledger rather than jumping back and forth from the dashboard.

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. ...

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.

I would like to be able to see a snapshot of all of my client's balances each day.