AGS-NY would like the client name to show last name first and first name last in the imaging area of AgilLink. They find it much easier to identify clients if they can see their last name, first name.

AGS-NY does not see the purpose of the client code any longer due to predictive search and would like to have a firm option to suppress it.

Users would like to add other currency amounts to AR invoices for Customers outside the U.S. (Pound, Euro).

Adding a template is an unnecessarily complicated process that CSMs need to assist clients on constantly. A template client should be able to be created with a null value for accounts payable GL Key in the tbl_Client_Profile_AP table and null valu...

When an approver has a signature in AgilLink, and is also an Alternate user on a different signature, the signature used on a check (when both signatures are in the bank list) should be the first signature in the list. This will mirror the setting...

Will AgilLink incorporate the scanning sheets which are used for DFX? Because if it doesn’t this will cause problems with how fast I will be able to scan mail into AgilLink especially if AgilLink will be the future scanning system we will be using.

Would love to have a pay now button in enter invoices that does NOT require pre-approval. This would work well when paying a credit card online and wanting to pre-auth/online pay that payment right there without having to go through several screens.

Book transfers should generate some kind of deposit record/image to be entered on the activity report, like ACH or Wire deposits. Otherwise, the only way we would know about it is to reconcile the bank account.

Able to assign payment terms under Define Vendors

As it stands now, we'll need to rebook all the commission memos as invoices line by line and this will add significant amounts of time to our day.