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...

Please allow users to print blank deposit slips from AgilLink.

Regarding the Vendor Audit Report, I don’t believe that it accounts for any information changed in the Epay details (bank/routing number). Users would like to be able to run a report to see when any changes were made to any of the vendor’s details...

In cases where a vendor changes their banking information or address, it is a lot of manual work to go into each of the entities that vendor is in, in order to update that information. Could the ability to have the Vendor Upload be used to make ch...

Clients would benefit from the ability to be able to login to our mobile app from Vacation in Europe or abroad. We also have users that travel on business and would still need to approve transactions for the firm.

there are many categories we do not use day to day and having the ability to clean up the options on that dropdown makes it so we can only have the ones we use regularly show up and hide the ones we rarely use and if we would need to use one we co...

Just a suggestion to include additional information for vendors under "1099 Payments" tab when you go to "Define vendors" and select a vendor to view their profile. For recording purposes - please include the "Federal Tax Classification of the per...

The edit document window when pulling up a document from the search is way too large - leaving the actual document window super small. The editing side should be the smaller piece allowing for full 100% view of the actual document.

add column with "Lock" status on Client Status report