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 ...

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 ...

On Legacy GL accounts on a client with "soundex internal desciption", the conversion process should migrate this field to AgilLink "Search Term" field in Define Chart (see attached)

Since the template chart is the driver of the client charts, it doesn't make sense for the account to still be active at the client level if it's deactivated at the template level. I'm deactivating it at the template level because I don't want it ...

Give firms a setting that allows them to set the max invoices per check on A/P vendors at the client level.

When tabbing to the amount field for a deposit entry on an existing payor, the previous amount should be selected so that if the user needs to change the amount, they can just type over it.