Some banks have different routing numbers for ACH and Wire payments. If both are already entered, you can then choose ACH or Wire payment when paying an invoice. Sometimes its necessary to change the type of payment you need to send.

A user was running trial balances and came upon an issue where all the reports printed in landscape instead of portrait and took up 3 more pages. The client has only one Level and the level is state so each entry takes up only 2 letters but becaus...

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...

For a label who prepares royalties and has a division for each album

One of our client has mutiple crew member using the same Amex card and when it is time to allocate business expenses we have to look in the statement to figure out which member was using so that we can determine if that is a business exps or not. ...

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.

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.

The system currently does not list the bank id’s in the drop down after bank accounts have been created. Additionally, when a new account is created, the bank ID is sometimes not correct according to how many accounts were already created (example...

AR only supports auto invoice numbers starting at 1, we should be able to set a starting number sequence for AgilLink to follow similar to AP Checks on bank definitions (last invoice issued)

When a Deposit creates a commission invoice, the invoice and deposit are related to each other. Currently, you can delete that deposit and keep the invoice and the invoice will lose all trace of the deposit to the point where you cannot tell it wa...