Legacy Gap Users at firm Platinum Financial prefer working with one single large monitor. They want the option to customize the position of the invoice approval & image window in the same monitor as they are approving invoices so that they're ...

Once I click the Document category, it is very easy to use tab, space bar (for check boxes), enter, arrow keys and typing to search, however, after a document uploads, I have to use my mouse again, or push tab 100 times to re-navigate to the Docum...

Currently, when training transactions to auto post, there is only an option for one GL coding line. Some transactions we have trained have the same coding, but multiple GL lines required. Having the option to add multiple GL lines would be great i...

Will provide ability to see related client accounts on one screen

We have restricted ability to add signature rules in the bank account definitions but it would be good for users to be able to see it as a view only option so they can see what the rules set up is.

When a user reviews a recurring invoice and then it goes through workflow approval it lists that the reviewer 'approved' in the first step. This is very confusing it should say that the user 'reviewed' in the first step.

Able to export to excel/pdf search transaction results

Just wanted to share some feedback/idea on the current reporting module in AgilLink. I find myself wishing there was a ‘Today’s Date’ option in the ‘Choose Date’ dropdown. Also, a ‘Last Month’ option would be potentially a good one which would fil...

When entering a commission and the system sends an email indicating an ACH payment has been initiated have a check box to send the scanned backup

This is a reqquest to have 3 decimal places in a commission table rather than 2? The rounding is causing an issue in the reconciliation. In this example t he issue is that this is split 4 different ways and the total should be 21.0%, but it ends u...