Would like signatures to print if an invoice is overridden. Would like payments to go out if an invoice is overridden

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.

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

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...

In the client demographic, is lacking a second place for a phone number if a client/family has two numbers. For instance, one client has a cell and a Google Voice number they use for work. Another client has an int'l cell and a US cell. Currently,...

We'd like to be able to export all vendor data in AgilLink - in order to reupload back into AgilLink for a different client. For example, if we inherit a client from a different business management firm - we have to create the new client from our ...

I'd like to suggest an additional function to the AGL Credit Card workflow - ability to select multiple line items for simultaneous coding. OR.. the "Machine Learning" function to also apply to "Split" line items. Only non-split line items seem to...

Currently external users can only approve international wires on the mobile app. This should also work for the AgilLink website, for users who do not choose to utilize the app. It is incredibly inconvenient to have to switch between the browser an...

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...

During a deposit or recording a payment, once you choose the payor or vendor, you can no longer change the bank account. There should be an option to change the bank account during this process and even when it is saved (as long as not yet cleared...