Give users the ability to filter invoices in the pending inbox by Workflow Type:(Review/Approve/Release). See Attached email

Sort Levels by Level ID, not by the Description or they order they appear in the Define Levels page This is an issue we mainly encounter when running reports

The delegate group is duplicating invoices when the delegate user is in that same step as approval user (see attached).

Users are looking for a report to keep track off recurring invoices so incase they do not generate they understand when they were supposed to generate and when the bill is due. Some sort of Calendar report could help keep track of all of a clients...

When recording net payroll direct deposit into two different bank accounts, the system will not allow you to record the amounts deposited in both bank accounts as shown on the attachment. You have to record the amount deposited in one of the acco...

User is running the Balance sheet report. The total of the Equity and Liability match the Assets and end in $736.08 but when its rounded to the dollar the Assets changes the amount to $735 and Equity and Liability rounds to $736. Can we please get...

We used DFLink in Datafaction regularly for investor distributions and it has been such a time-saver. The spreadsheets we use are clear and easy to update. We were told there is an equivalent in AgilLink but the format of the spreadsheet is very c...

Add the description of the AR invoice to the AR Aging Report. Currently you need to drill down into the AR invoice to see the description.

Adding the ability to run specific GL codes across multiple entities (even the entire firm) would be very helpful for tracking/firm compliance purposes.

Users construct Report Automation Templates by selecting Saved Reports that reference Financial Statement Styles. This creates a link between Financial Statement Styles and Report Automation Templates that prevents the user from being able to dele...