When a client (non-staff) places an invoice on hold, the users that are not part of that approval step need visibility to any invoice place on hold. Suggestion is to see them in the newly named Rejected/Hold inbox

Currently if multiple invoices go out in an ACH payment - the vendor is only receiving one invoice detail in the e-mail and does not know how to apply the multiple invoices within the payment. All of the invoices should be included in the e-mail t...

When a Cashflow report is run to print detail descriptions a blank page is generated when displaying credit card transactions. Having a page break control option would solve this issue.

We should be able to set the accounting date on an accrual AR client without having AgilLink automatically set it as the invoice date. Some invoices need to accrue based on a future date and this is not currently possible without manually adjustin...

If I run a ledger for a specific period, say a quarter, I shouldn't have to add the totals of each month to get the total for the quarter. It should calculate the period you are running.

I find myself having to run this cash liquidity report for it to give me adjusted balances with open invoices but not physically see what is opened. I can't click on it to see it. This should be a feature added to this report to avoid me having to...

Currently, there is no "next" button, in order to reconcile and/or move on to the next account. Instead, the user needs to go back to the main bank reconciliations screen to choose another account to reconcile.

. A “Zero Dollar Invoice”1 would be an excellent way for us to recode invoices that were incorrectly coded in a closed period. Also, as someone who likes to export data to csv files, this would help me create better pivot tables. If I have overloo...

Excel is the most used tool by Accountants: Specially for Audits, to search items not easily identified or matched, Excel capabilities like: Pivot Tables Text to Column Search Math operations Conditional formating The list could go on for pages I...