The vendor report shows the level ID, not the level name. It would be helpful to see the name in this report, especially if we are just using consecutive numbers for our level ID's.

The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...

Add a sort/filter option in the approval inbox to only see only high priority invoices. This way, partners/persons who need to approve all high priorities ASAP can see them all at one for all clients/groups/specific clients, without seeing any non...

When matching up charges in an Auto Bank Rec, some of the times the charges are sitting on the Reconciled side but state "No Match". So we have to move those over to the Unreconciled side to be able to match them. If they don't have a match, why w...

Add an option to select the bank account under Search Images & Transactions. This is very useful to limit the search results. (An example is when doing bank rec and there is a discrepancy, we need to see open invoices only for a specific bank ...

Reports (such as invoice registers, journal reports, deposits reports, etc) should not require date inputs. If no dates are entered a report should show all activity for all time If no end date is entered a report should display all activity from ...

Give administrators the ability to allow View Only Users to view the Recurring invoice Template screen. Firms will use this to allow their client services team to audit the recurring invoices and make sure all recurring invoices are setup for clie...

Currently if a user wants to check to see what payments were made against commissions that were marked as "Memos," they need to run a separate Invoice Register and tick and tie against each line item. If a link could be made on payments processed ...

During bank reconciliations, it gives us an option to book transactions. However, in order to book a proper payment we need to upload an image that relates to it. Currently, the only way to upload an image is to back out of the reconciliation page...

Firm would like to use the upload journals template to upload bank activity from non cnb banks and need to code 1099s.