In the Admin Report, “Bank Reconciliation Status,” you can currently run by clients. Can we add an option to run by list and/or group, as users and admins want the ability to audit a certain desk or client group to see when the last time bank recs...

We would like the option to schedule workflow notifications (i.e. invoices to approve) for certain days of the week. This would allow us to have our clients be notified of invoices to approve on days specified by them (i.e. Tuesday & Thursday)...

In AgilLink, when checks print without a signature when a signature is available, users often have questions as to why. Currently, there is effectively only one reason: "Rejected by user", which indicates that the "Print Laser Signature" option is...

Currently we have to drill down further for this info but I am constantly asked for this information on the fly so would be very helpful. It gives all the info EXCEPT payment date below. - See screenshot

It would be great to have a seperate notification check box you can add to a client under online banking notifications that would notify specifically is there is a EASI rejection on a client. I believe currently there is a notification that goes i...

When we make a change and recode an a expense or any transaction we want to be able to refresh our P&L to see it reflect the update. Right now, after I have made my changes, I have to re-run a completely new P&L to make sure my updates are...

When splitting credit cards, I can only see the items that were split to the entity I'm currently reviewing. I need the option to see the full credit card statement and splits so I can ensure everything was coded/ split properly. I have to open to...

In DF users would get notifications that would include the original foreign amount and the exchange rate used, and in AgilLink it is no longer is on the notification. It is very helpful to have both, especially when the exchange rate used is the p...

Please add a search function by vendor ID, not just vendor. There are often several vendors by the same name, searching by the vendor ID would not only help with sorting, it would help save us time.

We should be able to duplicate a vendor from one client to another client