The transaction number for credit cards won’t be there because they aren’t treated as transactions in AgilLink until they’re processed as an invoice or journal (depending on your setup). We don’t have a concept of linking to a credit card transact...

When a user is being inactivated, the system does not stop or warn the admin if that user is still listed in workflow(s). It would be great if a pop-up could come up that would direct the admin to those specific workflows to remove/replace that us...

When users are presented the list of categories from which to choose, it's useful to prioritize them to those created in the site vs those inherited from others. Over time, it becomes unmanageable and everybody has already figured out the * in fro...

Notes added to any document specially invoices should not be allowed to be deleted. In Imaging your notes were permanent which is great for checks and balances, audit of process, etc

Ideally, we would be able to have a recurring invoice for an international wire, but if that is going to cause an error that makes the invoice not generate, don't let us set one up in the first place. If I set up a recurring invoice, I expect it t...

I ran a schedule report for expenses, the expenses show as a positive number, I would like the total to be shown as negative.

So you can see the codings in journal entries.

To enter the End Date for the report, you currently have to use the pull down menu to select "Enter a Future Date", then it allows you to enter a date. The end date will always be after the start date so this step is unnecessary. We should be able...

Allow image requirement override at Bank Level.

With only wrap around you can not add lists like: 1. 2. 3. Which is cleaner