For example, if you search Deposits for a calendar month period to review them and start at the top of the list, there's no way to get to the next one without entirely closing out and it's difficult to not lose your place.

We would like to find an easier way to download/save CNB Statements from Agillink to our H drive efficiently. Right now, we must click on each image, click download, rename the file to “CNB – xxxx” and then save individually. For clients that have...

On invoice details screen - the review steps are part of the full approval steps. This is confusing to users can Review be separated as it was in Imaging or at the very least relabeled as review.

Would allow for changes to a client's Y/E to facilitate printing accurate reporting for a given period outside of the client's normal reporting year. E.g. Printing reports on a calendar year for clients with a Fiscal Y/E. Would be highly useful fo...

When uploading 10 - 50+ documents at a time, sometimes we need to go back to an earlier document. Rather than clicking prev document several times and going through each document loading (sometimes taking at least 15-30 seconds per document) it wo...

The "current balance" column for active FRB/JPM accounts cause confusion to clients as this balance is the last day of Agillink banking integration. It would be helpful to instead have this balance mirror the 'ledger balance' for these FRB/JPM acc...

Hello, can we please have the option to filter which columns populate in the search function? So for example when searching deposits, I always need to see "transaction description," but I never need to see "document description," which just takes ...

Paying a vendor with ARD setup does not create a deposit when using payment method check.

After you make a correction to a pending invoice, you need to "submit" it. Instead of coming back to that same invoice, it moves to the next pending invoice. You have to hit return and find the invoice again. Agilink is slow enough, that this adds...

Currently there is no way an external approver can see related documents. This would be a very helpful feature, especially with credit cards where the invoice is the credit card statement, but the related backup is all of the individual receipts.