The deposits screen displays the last deposit amount but does not automatically land on this field. AgilLink should default the user to land on this field to quickly update the amount if needed

Display more details on the AR customer page to include: Invoice payment information - open invoice details, payment date for paid invoices

ability to add an image to a bank account in order to quickly access info about account contained on images

In legacy Datafaction, You can run a report on vendors by last check date "less than" or other methods. In AgilLink there is no way to run a report on active vendors who have not been paid for a length of time. create a report that lists vendors t...

When entering transactions with images, if you reach the last image at bottom of the inbox and there are images still in the inbox AgilLink doesn't flip back to the top of the inbox so that you can continue. Additionally you cannot click into the ...

Currently global reports show up on all template clients but the saved report only works on one template client. When used on the other template client only the formatting is updated and the user has to manually choose a template instead of automa...

The bank IMA uses (Huntington Bank) is saying that their scanner cannot read the deposits tickets as currently formatted. Attached is a micr spec sheet for how they want the deposit tickets formatted. At the moment this is not possible to adjust i...

Give firms the ability to bypass Review workflow for Recurring Invoices based on attached image replacement matrix

The memo date filed was is used to record the actual check date if the user is entering a payment with a check date for a month that was already reconciled (bank rec) and GL closed. i.e. - June has been reconciled, a payment will be recorded with ...