It would be great if we could replace images without having to resubmit the commissions. Unfortunately, when we resubmit the deposit, it resets the commission breakdown to the default definition, meaning we have to redo the commission breakdown ev...

In the To Pay screen, it would make things much cleaner and easier if, within each client, invoices could be sorted by vendor. With non-CNB clients especially, it is easy to miss an invoice to a vendor when entering a wire or an ACH into another b...

To receive email notifications in the AP Approval process when anyone in the Approval chain leaves a comment. This is helpful when a client adds a note to an invoice. There is currently no alert to notify anyone if a comment has been added.

The ability to have totals broken out for each level would be very helpful (i.e. Utilities for multiple houses) instead of having all transactions for each level lumped into one total.

In discussing with our accountants and compliance, it would be helpful to add a field to the bank definition for general comments or to add a copy of the signature card or POA. It would be helpful to be able to add comments/notes about the account...

Audit Trail for changes to a user definition; who made the changes

Currently if a payable is rejected, some type of change must be made to the coding, vendor, etc in order for AgilLink to kick it back into the approval process. Changes to the payable including adding backup and adding a detailed description are n...

Screen only shows vendor name currently. This is an issue if there are multiple vendors set up under a client with the same name such as in the case of credit card vendors.

Financial styles are currently tied to a template client, having them tied to a natural client would make it easier to select the appropriate style without having to search through multiple styles that may not apply

After uploading a document the default landing page is the "upload multiple documents" page. Looking for a way to have the page redirect to the main/home page after uploading.