Just a suggestion to include additional information for vendors under "1099 Payments" tab when you go to "Define vendors" and select a vendor to view their profile. For recording purposes - please include the "Federal Tax Classification of the per...

If we have an e-mail address for a vendor we should be able to send them a link that gives them limited access to AgilLink where the only thing they can do is enter W-9 information. That then generates a filled out electronically signed W-9 that i...

Allow users to enter an alternate invoice number for a recurring invoice and validate the alternate invoice number so that duplicates are not allowed. We do not want to edit the recurring invoice number that was auto generated by AgilLink as this ...

Option to turn off page numbers when running financial statements

When entering several invoices in a row, it is easy to miss a high priority note since it is on the "details" tab instead of the invoice tab. High priority notes should be saved with or next to the comments.

It would be helpful if we could see time scanned in the inbox instead of just the date.

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 I export a TB to PDF, each account number in the GL Account column becomes an embedded hyperlink. When I export a GL to PDF or Excel, each item in the "Ref No" column becomes an embedded hyperlink. None of these links work - they just produce...

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.

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.