If the user is entering a number of deposits for different dates in one session, the default in the screen is that the deposit ticket option is checked. I unchecked the deposit ticket selection entered a transaction for say 11/1. Then I do a secon...

Add an A/P Vendor e-payment setup request form to AgilLink that will allow Admins to accept and transfer the data entry into the AgilLink A/P Vendor Setup Screen. Current internal process at the firm is the Acct Mgr submits an A/P Vendor e-payment...

Add a client setup request form to AgilLink that will allow Admins to accept and transfer the data entry into the AgilLink Client Setup Screen. Current internal process at NKSFB is the Acct Mgr submits a client setup request form to the Datafactio...

During invoice approval, if the approver clicks "email document" under doc info and tools and emails a non-approver (her assistant bookkeeper), the link sent to the non-approver does not open the invoice. Instead it opens the AgilLink Home Page. S...

user wants restrictions in place so if exchange rate needs to be updated, then don't allow wire to be edited/sent.

Allowing payors and payor detail to be imported in one file like vendor lists would save set up time for clients with numerous payors that would otherwise have to be manually entered.

Give users the ability to sort custom category fields that contain lists so that when a new value is added to the list, a "sort alphabetically" button will sort the new value in the list alphabetically. See attached email

Provide the ability to save an advanced search criteria to be utilized at a later time and find the results set quicker.

Would it be possible to bring back ".i" for ignoring and ".s" for splitting?

We would like to have the ability to re-name the sections (deposit, payments, and adjustments) of the Cashflow report. They would prefer not to call entries using the intercompany transactions “ADJUSTMENTS”