Add an A/P Vendor e-payment setup request form to AgilLink that will allow Admins to accept and transfer the data entry into the AgilLink A/P Vendor Setup Screen. Current internal process at the firm is the Acct Mgr submits an A/P Vendor e-payment...

Add a client setup request form to AgilLink that will allow Admins to accept and transfer the data entry into the AgilLink Client Setup Screen. Current internal process at NKSFB is the Acct Mgr submits a client setup request form to the Datafactio...

Provide the ability to save an advanced search criteria to be utilized at a later time and find the results set quicker.

Would it be possible to bring back ".i" for ignoring and ".s" for splitting?

We would like to have the ability to re-name the sections (deposit, payments, and adjustments) of the Cashflow report. They would prefer not to call entries using the intercompany transactions “ADJUSTMENTS”

ability to add an image to a bank account in order to quickly access info about account contained on images

The bank IMA uses (Huntington Bank) is saying that their scanner cannot read the deposits tickets as currently formatted. Attached is a micr spec sheet for how they want the deposit tickets formatted. At the moment this is not possible to adjust i...

Give firms a setting that allows them to set the max invoices per check on A/P vendors at the client level.