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...

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.

A feature to allow users to track when Bank Statements and Credit Card statements and credit card data arrive in AgilLink. This will allow them to know when things have been delayed or are missing easier so they can bring it to our attention. At t...

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...

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...

If there are notes/computations that we have to do, having those lines that will carry through from Define Payor to Enter Deposits will make us accurate. See illustration.

Add additional roles to the external user role where they can run reports and exclude bank balances