Joe Pengelley at Gelfand, Rennert & Feldman, LLC would like a column added for user roles, and to allow users to sort.

Currently the balance alerts only go out for accounts with daily activity. Octagon is requesting the alerts to be sent out regardless if the account has any activity for that given day

Add a menu option with the ability to print/drill down to show all recurring invoices set up for a client. Currently there is not a list of recurring invoices, you have to search through transactions, enter invoices, select "R" on the invoice line...

Legacy Gap Users at firm Platinum Financial prefer working with one single large monitor. They want the option to customize the position of the invoice approval & image window in the same monitor as they are approving invoices so that they're ...

Once I click the Document category, it is very easy to use tab, space bar (for check boxes), enter, arrow keys and typing to search, however, after a document uploads, I have to use my mouse again, or push tab 100 times to re-navigate to the Docum...

Currently, when training transactions to auto post, there is only an option for one GL coding line. Some transactions we have trained have the same coding, but multiple GL lines required. Having the option to add multiple GL lines would be great i...

It would be very helpful for users to be able to view entitlements when confirming if new bank account entitlements have been activated or have not been activated in AgilLink. Allowing "view only" access feature will save users a lot of time....