Currently if you already have an image open and you click on another image, the image refreshes to the newest image. It would be very helpful to be able to look at more than one image at a time.

When searching in Historical Search the user has the option of Historical Report as a category but if they want to search a specific report they need to manually enter it. Said reports should be selectable with specific terms also available.

When user pulls historical search it does not display all options but instead just the top 50 or so. This cuts off seeing all their data or searching for specific info. Please add pages to the bottom of Historical Search.

When the credit card module memorizes split codings, you have to still click on the scissor icon to review the coding that was memorized to confirm it's accurate. It would be a great addition that on the main page asisde from seeing the coding on ...

Users would like the ability to enter a Next Due Date on the recurring invoice template screen. Currently that date has to be generated off the selections made above. It would be extremely helpful if we can set the Next Due Date and then set the r...

Submitting idea on behalf of Gelfand, Rennert & Feldman, LLC, site code: 10131. Currently there's no "To Complete" option listed on the dropdown menu of the "Tasks" bar on the AgilLink homepage (attached screenshot for your reference). They wo...

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

Firm would like to use the upload journals template to upload bank activity from non cnb banks and need to code 1099s.

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...

This would be helpful when keying invoices to compare the information provided on the current invoice with what was previously stored in the Define Vendor setup. Many vendors continue to change their bank information without noting that on the inv...