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 ...

Create the GAAP "Statement of Cash Flows" report as defined in Financial Standards Accounting Board No. 95 (FASB 95)

When an invoice fails or is rejected and needs to go back through the workflow, the approval records are wiped. We would like to be able to maintain the history of the approvals even if the item is sent back through the approval process

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...

There should be a button (when you run a commission report for commissions prepared as memos) that creates an invoice automatically for the commission memos so you don't have to download the pdf and re-upload it.

If a user is set up strictly for scanning, entering invoices or deposits they don't need to see and have access to bank balances and activity.

Please add the option to sort for Recurring/Non Recurring Invoices to the Pending/ To Approve/ To Release/ To Pay screens. Right now, we can only sort that way on the To Review page - that is not a sufficient use of that utility.

Just some simple information by login (for an administrator) to determine how many invoices have been entered, checks written, achs sent etc over a particular period. By month is ideal. It would add insight for how many employees you might have to...

Legacy Gap - Memorize last used transaction description for an existing payor. Example: a bookkeeper can easily know that based on the last description (i.e. "payment 5 of 20"), the new deposit transaction description would be "payment 6 of 20"