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...

I have a client that has two accounts paying for separate charges. As of now, you can only split charges between two clients. It would be helpful to split between two accounts under the same client. For now, I have credit cards that when booking I...

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.

Would like the ability to have repetitive invoices that fall on a weekend, generate the Friday before instead.

When dealing with large invoices, it is sometimes more convenient to code out in excel then import, rather than to code out entirely in Agillink. However, when trying to import when the invoice # already exists as a repetitive, it currently throws...

We have a Bank Reconciliation custom category. After the bank rec is processed by an accounting assistant, it is then reviewed by the account manager who then adds notes if needed. It is then reviewed by the controller for final review. We would l...

Add ability to use the 1099 codes and vendor assignments on the JE Upload template

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

In the Vendor Export, there is currently not a way to type in the code name or client code to bring up the entity that you are looking for. This then takes time to find the specific client, or group of clients.