In the pending invoice section, we should have an option to view a client's activity by banks. Several clients have accounts with different banks from which we pay vendors. This addition will greatly simplify the process of viewing and reviewing t...

I have to send the backup to the agent when printing the check - it would be helpful for the system to automatically print the scan of the source document

I checked the box for “Show time and date in footer” however, it only time and date stamps when I select the PDF export option. This is a current limitation in AgilLink. Please accept this enhancement request to get the footer information listed v...

When splitting a credit card to an entity that uses levels, the title of those levels should show up (instead of the standard Level 1, etc.).

Custom columns would be below and attached: Date of charge, Vendor (the vendor/service that charged the credit card), amount of the charge, entity/client who paid the charge (if the charge was split), GL account, a column for each level (Level ID-...

One should be allowed to make a partial payment in the Manage Payments section. Some of our clients write manual checks for a portion of an invoice total and will pay the remaining balance later. They pay multiple invoices on one check so we need ...

Want a report of deposits done on a day not based on the accounting date, but entry date

Need to be able to indent, add page breaks, and control the font style like we did on the old financial styles

One client in particular will put off approving invoices for quite a long time. They don't reject, but place invoices on "hold" and add notes. In order to reply to the questions in a more timely manner - therefore, getting these invoices approve, ...

Would it be possible to have a drop down or something to show the balances in each account rather than cumulative? It would be helpful to know if there are funds available in an alternate account (like a money market or savings) or if a dist from ...