Currently the External Approvers see bank balances for the clients they are approving. For specific external users I would like to disable showing the bank balances (and only have them see items to approve or release.)

If a user sends an invoice that needs approval, the "reply to" email address is a no-reply email address. It would be helpful for the "reply to" address be the email address associated with the user that sent the link. This will allow a quick repl...

Include the vendor ID in the To Approve inbox for better identification of multiple vendors with the same name

if you edit an invoice image from "To Enter" and change the category AgilLink currently follows the image into the new transaction entry screen. It should remain in the same "To Enter" box so that the remaining invoices in "To Enter" can be entere...

This provides a more professional appearance for AR invoices that, as for most other firms, it allows an individual expression of the product and it doesn't look like it's just "off-the-rack."

You should be able to save a reconciled bank rec in the client so that you can easily pull the reconciliation without going to the paper copy to find outstanding transcation from the prior month. This was something that was available in the Legacy...

Globally saved reports only function properly if they are run from a client that is on the same Template Client as the client where the report was originally saved. This leads to issues of users trying to use a saved report from a client on a diff...

Show the rollup account description when searching accounts during Record Deposits

Users would like to have a higher limit on the PDF size that can be uploaded through the Drag and Drop upload on the Agilink homepage. It takes time to attempt to upload only to find a few files are much too large to upload in that manner and then...

By adding "group" to the dropdown, admins will be able to run this report by group. This can be very helpful to the tax department, as well as planning for desk assignments.