Customizing the Tasks & Reminder will streamline a partners focus to approve bills. Currently, there is a lot of clutter that makes a partner ask more questions on what is pending, why is there so many to be release, etc. instead of simply foc...

As Agilink works now, when you create a commission table for a vendor where the default payment is Int'l Wire, it won't let you submit the deposit because it cannot calculate the conversion rate. User is hoping that when you attempt to submit the ...

Having the ability to select specific users who can access client lists would be incredibly beneficial for running reports and auto bank recs. Currently client lists are only available to the one user who created it or have it globally available t...

Users having the ability to edit Gl accounts, access to a client, but NOT access to the client's template, should not be able to edit or define accounts.

AgilLink should auto-assign Customer ID to AR Customer similar to Payor and vendor ID

Persons would not be able to release these electronic post-dated payments until the chosen date, so as to not release anything to the bank earlier than specified.

Currently there is no way to edit the date of a journal while in the bank reconciliation window. This makes it hard to reconcile the bank account if the transaction that corresponds to the journal happened in the prior period to the bank transacti...

can we get a vendor selection to run this report for a single or multiple vendor option?

LEGACY HAD A DUE DATE FIELD ON GL ACCOUNT. IN AGILLINK WE HAVE TO EMBED WITHIN GL DESCRIPTION. IT WOULD BE HELPFUL IF WE COULD PREFIX OUR DESCRIPTION WITH DUE DATE AND SORT BY DUE DATE.

I want to setup my system to only require signature passwords on check reprints.