While approving the invoice: When approver/allocator sends notification to make any changes the system should automatically pick up at least Client ID and Client name for Email Subject. Currently we do write subject manually so the receiver can ea...

Please add an option to search by level in the Search Images and Transactions page, so that a user can search by a specific GL code and/or level by all or specific categories.

When you run the Transaction report with the box checked to exclude vendors with 0 activity, it should not exclude vendors with only edited 1099s. Those vendors that have a Edited 1099 should show up in the report because the point of the report i...

Provide an option to run the 1099 transaction report in summary mode to get a quick count of all the 1099 documents, amounts, clients, vendors are being generated before actually printing or generating an eFile.

Enhancement request for this admin report: GL Codes – The ability to add in multiple GL ranges, as well as select multiple single GL codes Have the ability to Run and Save reports to utilize for the future

Would like to trigger an email on payment/release for other payment methods beyond ACH, Bill Pay and Wire

When reviewing invoices with a client or staff one member is locked out and makes collaboration difficult.

I would like the ability to see when I am mandatory vs optional on approvals

I was able to search by "terms" in datafaction legacy. This helped pull all related documents with the "terms" entered. Agillink requires us to select a category to search, which takes multiple attempts in each category to find specific documents....

Have report automation run on a scheduled service where reports are run and delivered automatically