We use Agilink for all companies and specifically touring. For touring we use the divisions feature to track expenses and income that is related to a specific tour/project. Now that I am a senior I no longer do most of my own transactions and inst...

In addition to being able to attach an image to Vendor Set-up (like W-9) there should be a section under Vendor where you can save notes.

Allowing preset Intercompany transactions to be set on recurring invoices.

In legacy Datafaction imaging "online banking" balances, it was possible to view everything to which the user had permissions. This was extremely useful, but does not appear to be possible in AgilLink. It appears only one group at a time may be vi...

Having the ability to create levels and vendors on the fly for journals and intercompany journals would save a ton of time. Currently users need to open up a second tab to create either and then go back into the transaction. Users can currently se...

Users should have their notifications for Online Banking/Workflow disabled if the user is made inactive.

When searching custom categories in Historical Search, the main description field is not displayed. That means you must open each document in the search to know what it is.

We would like to request the addition of an acknowledgment/approve button when a vendor is updated; this should be captured under the 'Vendor Change Detail' section. This change will help us identify and approve any modifications made to a vendor ...

Several banks have different routing numbers when receiving ach's vs. wires. It would be great if in the Payment Method section of the vendor def there was a field for ach routing numbers and a separate field for wire routing numbers. And then bas...

I think when running a deposit report, there should be an optional setting to show if any commissions were made for the deposits. Perhaps a couple columns showing if the deposit had commissions and the Invoice#/Memo. This would be extremely helpfu...