If we are making a partial payment because just a deposit is due, etc. the child invoice (parent invoice?) should go into review until the balance is ready to be approved. Right now, the invoice immediately shows up in approve.

It would be helpful for users to create adjusting journal entries without posting to ledgers until they are approved. In Legacy, we have this function and those users have the ability to run working trial balance reports showing the effects of the...

I'd like to suggest an additional function to the AGL Credit Card workflow - ability to select multiple line items for simultaneous coding. OR.. the "Machine Learning" function to also apply to "Split" line items. Only non-split line items seem to...

Currently external users can only approve international wires on the mobile app. This should also work for the AgilLink website, for users who do not choose to utilize the app. It is incredibly inconvenient to have to switch between the browser an...

T he Balance Sheet report allows clicking into all accounts to see activity, the Trial Balance does not even with filtering. I've tested on my end as well and have included relevant screenshots.

Currently we have to bounce back and forth from the liquidity report and the dashboard to manage cash. The liquidity report is missing current bank balances and the dashboard is missing open invoices and an adjusted balance section. It would be ef...

Add transaction drill down link to the related image section.

the file size is 10x from what the mass modes reports in Legacy were generating, which is causing issues when we want to email reports over to clients. please further compress the reports

When approving a Wire/ACH, it would be helpful to see who gets Email notifications. There are times when emails change, but they may not have been changed in the vendor. Right now, the only way to see who gets the notification is to go back into t...

Can you please add a way to scan directly into Agillink like there was in Datafation Imaging Helper? It's crazy to have to scan into a different program and then have to drag and drop into the system. Thank you!