Go to a "To Enter" inbox and click on a document. You will be directed to the transaction entry screen. Notice the inbox navigation at the top, with "Enter [transaction type], a count, and a next and previous button. Go to the details tab and clic...

Currently, "search terms" are only present when selecting "Advanced Search". Clients would like "search terms" to be present when searching categories so they can easily search for key words. This would help when creating document relationships an...

If you accidentally choose the wrong template when creating a client and click "submit" being able to change the template at that moment would be very helpful. It should be allowed to be changed as long as there are no banks, transactions or other...

Update the client filter on inboxes to only display the actual clients with items to review, approve, release ect. Right now it includes the entire client list a user has access to vs. the clients that actually are pertinent.

If a user role has Search and View the user should be able to view images tied to invoice while the details screen is left greyed out or blank.

We would like to create a bank account upload feature to streamline on boarding for new clients. This will be helpful for clients who have 50-100 accounts with CNB.

In the "Define Credit Cards" screen, if you check off "Use Vendor Description on Invoice," the description from the vendor does not carry over to the "Review Statements" screen.

Bring in the financial statement styles with transferred clients, instead of having to set up new styles for those templates, in order for the new firm to run the financial statements.

Can keep running total of debit,credit and net amount

DFX had the option but AgilLink does not and I need a page break on the balance sheet report following Total Assets so 'liabilities and equity' sections start a new page