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.

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

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 ...

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.

Can you add additional method types, such as QFX, OFX, QIF, CSV, so we can upload activity from JPMorgan Chase Bank, Bank of America, Wells Fargo, etc? There is only method type BAI and we're unable to upload activity with this type. This will be ...