Currently it shows last payment and 13 mo prior however if you haven't paid a vendor in 13 months, it won't give you full history. Even if you displayed the last payment regardless of when or how long it’s been in the payment history details tab o...

Users would like to see last login data shown on AgilLink when users log in to the Mobile App. Currently the system ignores those logins for the purposes of reporting and seeing when users log in.

The 1099 transaction report should have grand totals of the compiled column so that it is easy to double check that the 1099s printed equals the 1096 total.

Currently if a template is set up, and the user forgets to check the "make template available globally" checkbox, there is no way to go back and check it off, as it is greyed out.

Clients want to know when the payment was made in relationship to when the invoice was received

Under Define Vendor, if you go to Previous Payment, nothing will show up in Last 12 Months, or All History if the payments to that vendor were entered as Payments, not Invoices. It would be very helpful if they would show up here without having to...

The bank Definition for CNBNYPARK is incorrect and the bank name should be correct to read as: CITY NATIONAL BANK, and the rest should be all CAPS. I already advised him to change the branch name to custom to make the fields editable, but wanted t...

When running a cash flow in the view output mode, there is an option to check on "Check out our new charts." When a user gets to this new page, there a pre-set titles to the pie charts - "Money Made (Who Paid You)" and "Money Spent (Who You Paid)....

When recording a deposit against an open invoice the Description field auto fills with the Wire/ACH details. It would be nice for it to also bring forward the invoice description either on the main Description line or the Detailed Description line...

When approving an invoice, the approver would like to be able to send a message in AgilLink to the submitter instead of returning, holding, or rejecting the invoice. Client stated that this can be done in Imaging.