Some accounts like CNS, don't get current day reporting, therefore it would be helpful if the info reporting entitlement was split out for Prior Day and Current Day.

Define a new level while in the invoice, deposit, payment or journal entry screen, instead of needing get out of the transaction, and create each in the "Define Levels" screen (exactly like how one can add new GL codes from the transaction pages).

On invoice details screen - the review steps are part of the full approval steps. This is confusing to users can Review be separated as it was in Imaging or at the very least relabeled as review.

Allow users to enter an alternate invoice number for a recurring invoice and validate the alternate invoice number so that duplicates are not allowed. We do not want to edit the recurring invoice number that was auto generated by AgilLink as this ...

Would like signatures to print if an invoice is overridden. Would like payments to go out if an invoice is overridden

If we have an e-mail address for a vendor we should be able to send them a link that gives them limited access to AgilLink where the only thing they can do is enter W-9 information. That then generates a filled out electronically signed W-9 that i...

How can you get the Agillink Ledger Report to show the "printed period totals" For example: If I am printing the Ledger report for April to June it should give me ledger activity totals for both Debits/Credits then the closing balance, not the clo...

It would be super helpful to be able to add images of receipts / backup to an invoice without replacing the image.

Because when you finish setting something up you naturally end on the right side of the page and automatically want to hit the submit button which should naturally be beneath where you finish. However, the reset button is there and the submit is o...