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.

Before AgilLink logs a user out for inactivity, it would be great if there could either be a sound or screen alert, so that they can choose to stay active and save/complete their work

Request for workflow approval for journals.journals would be entered and be "temporary" e.g., they would not be in the ledger. Standard workflow approval for the journal category would be available. When last approval action occurs, book the trans...