Admins would like to be able override workflow and send electronic payments (ACH, Wire, Int'l Wire)

Include Summary account titles in Detail reports without giving a total. Include the summary account name and all the details below it, so that you can see what it rolls up to.

this is a useful cause currently if Easi has a rejected / cancelled alert, the transaction in Agillink will still reflect as paid which is accurate. It would be helpful if Agillink can update the invoice so it is identified as rejected or cancelled.

If there is insufficient funds in the bank account when you are releasing a payment, provide a message so client knows it may get rejected. We should still let user process payment if they choose to.

Just like with the vendor and bank upload, if a credit card upload could be added, that would save a lot of time with fresh setup clients

When you are in the To Enter Invoices inbox and you submit an invoice it removes that item from the to enter inbox. If you were to then hit the previous button it would not take you back to the invoice you just submitted. In legacy you are able to...

Example: If backup was scanned in before a copy of a check, and the the user wishes for the check to be shown first, they could switch up the order of the pages within a particular document.

Firms commonly ask if they can allow multiple optional approvers, as long as they don't approve their own items. Example: "I would like to grant Step 2 Approval to Yana & Christina, provided there is a way to keep them from approving (the few)...

Add "wizards" for creating bills, workflow, clients, and other tasks that require users to visit multiple screens. The more screens and pages that a user must visit, the more complicated the setup is perceived. Complicated setup reduces ease of us...

In AgilLink blank checks and computer checks should have a different set of check numbers as they do in the other Datafaction systems