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...

Can you please add a way to scan directly into Agillink like there was in Datafation Imaging Helper? It's crazy to have to scan into a different program and then have to drag and drop into the system. Thank you!

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.

Currently email notifications with balance thresholds send emalis for electronic debits and credits. We only need to know when ach/wire deposits are made over a certain dollar amount. We don't need to know about ach/wires that we send. Also with E...

Can we rename the report type to "Periods" and "Custom Date" instead of "general ledger" and "activity report"? General Ledger and Activity Report aren't descriptive and don't tell the user what they are selecting. Letting them know they can run p...

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 ...

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...

I believe we need a way to either reopen a cancelled AR invoice or a way of changing the cancellation date. At the moment, if an AR invoice is cancelled with the wrong date, the books are off in regards to the AR GL account. Allowing the change of...

Datafaction used to have an option to print Journal Report by user which will show final version of all JEs entered by selected user. Agillink doesn't have this option. Journal Audit Report can show JEs by user however not only final version of JE...