An audit trail for who created/updated a workflow delegation

Approval screen when on the Approve Invoices screen the ability to group by user was an option on the old imaging not in AgilLink.

Can you please make it a user setting to allow/not allow auto advancing. Seems like the assumption is that I will sit and enter until there is nothing left to enter, and that's just not how we work in the real world. It's not a good user experienc...

Many users would benefit from being able to see the cardholder details in the credit card processing module because it allows for higher productivity when recording credit card activity, as we will be able to see who the cardholder is directly on ...

Would love to see A/R Aging Report as an option on the report automation so we can quickly run an Aging Report across multiple clients at the same time.

This ideal will help when creating Spreadsheets or compiling data directly relating to vendors if the reports need to be added to a pivot table or other functions.

The transaction number for credit cards won’t be there because they aren’t treated as transactions in AgilLink until they’re processed as an invoice or journal (depending on your setup). We don’t have a concept of linking to a credit card transact...

To use criteria other than "contains" search in the advanced search would be useful particularly for admins when trying to search across wide swaths of client data. So for example if I wanted to search for everything that has used a certain GL cod...

When running an income statement in the Levels Per Section format, the very last Net Income (Loss) Line should total all the Level Net Income (Loss) amounts. As it currently stands, there is no summary of the different levels so clients would need...

It would be helpful for AgilLink to give indication of what bank account is being referenced whenver attempting to enable a bank service. EX: A"ctivity Report can not be enabled for this bank. It is already enabled other on bank matching the same ...