We would like to be able to have more than one Drill Down Window at a time. Right now it appears that you can only have one drill down window and the main screen is then grayed out, not allowing us to compare drill down pop-up windows.

Client would like to set up an automatic transfers on AgilLink. For example, a specific amount on the 1st and 15th of every month from checking to savings account.

currently when documents are scanned and pulled, you have to delete each document individually, and this is time consuming.

Would be great if we could add an email/emails as we process as wire or ACH so that when released and the system confirms a successful transfer, AgilLink automatically sent a notification that it was processed successfully. Could save time for rea...

The check face should always be in words instead of numbers because some places do not accept checks with numbers. This has become an issue was certain organizations have rejected checks that have numbers in the check instead of written out words....

"Show current year earnings" was always checked as the default on the balance sheet. This recently changed without any advance warning. We recently "printed" our clients financials and had to reprint them because we did not catch this change. Plea...

It would be helpful to separate On Hold from invoices needing approval. Without this, I'm having to open up invoices in To Approve to see what truly needs approval or is waiting on new information.

It would be helpful to be able to add any kind of reconciliation to the automation report. Manual bank rec have to run separately and added to our reports package

Need a new report to display all the paid AR invoices within a specified period. Data should include Client, Customer, Invoice #, Original Amount, Paid Amount, Balance, Deposit #, Date

At the moment when you attempt to Partially pay an invoice which is dated in a closed period you will receive an error. The error occurs because partially paying an invoice creates a second invoice with the same ID plus a -1 and since its trying t...