Within each bank account, we need to have the ability to have other partners approve but with a non-approval partners signature printing on the approved check.

We should find a way to create a internal type user that can be activated when a client needs to be onboarding onto AgilLink. That way we are not affecting their own internal user count until we are done training and deactivate the user. I am curr...

When running a report in VIEW output, the Printer icon should launch the list of Windows printers installed on his workstation. Instead it’s doing this:

Users must write "PRINCIPLA PROTECTION" in the OBI field of the Vendor in order to user it. There could be a checkbox for this feature.

I am cutting a check on a house purchase inspection. I need to see if the house purchase was already booked as there are multiple properties with the same address but different unit #s. I have to run a GL report to get this done and I don't want t...

Although it's common sense that we should add a note, it's all too easy for people to ignore it unless we flag it as mandatory where someone can't skip the field.

ipay will not allow an amount less than $1 and will change the payment method automatically. Currently AgilLink remains the original payment method (epay) and the firms don't know that the payment went draft, causing delay in payment/late fess. Si...

Ability to custom format fonts, underlines, headers, etc. on cash flow reports

AgilLink has 5 account types. D3 has more. If a GL account is type 7, it will automatically get recoded to type 4. If a GL account is a type 6, 8, 9, 10, etc, it gets recoded to type 5. Please remove the requirement in validation requiting the typ...

when doing a search in invoices add the name of the approver in the search results