Michael Jordan at Level Four Management LLC would like to be able to pull up a list of all clients with full CNB account numbers. It would need to be available in pdf and excel. Excel would be best as it would offer the ability to sort. Currently,...

Adding a template is an unnecessarily complicated process that CSMs need to assist clients on constantly. A template client should be able to be created with a null value for accounts payable GL Key in the tbl_Client_Profile_AP table and null valu...

User's can easily make a mistake when entering a date. They should have the option to correct the date if they did. (See SF case 536893 for more info)

Able to run Customer (AR) Ledger showing invoices, credit memo & Payment history

When an approver has a signature in AgilLink, and is also an Alternate user on a different signature, the signature used on a check (when both signatures are in the bank list) should be the first signature in the list. This will mirror the setting...

Will AgilLink incorporate the scanning sheets which are used for DFX? Because if it doesn’t this will cause problems with how fast I will be able to scan mail into AgilLink especially if AgilLink will be the future scanning system we will be using.

Would love to have a pay now button in enter invoices that does NOT require pre-approval. This would work well when paying a credit card online and wanting to pre-auth/online pay that payment right there without having to go through several screens.

Book transfers should generate some kind of deposit record/image to be entered on the activity report, like ACH or Wire deposits. Otherwise, the only way we would know about it is to reconcile the bank account.

Able to assign payment terms under Define Vendors

As it stands now, we'll need to rebook all the commission memos as invoices line by line and this will add significant amounts of time to our day.