Is there any way we can upload a document to a deposit without leaving the screen? meaning once i am in the deposit that comes in and I have not uploaded it, i go into the DETAILS section, click on related images and transactions, new and the new ...

Inactive user appears as blank in the workflow- users still need to manually update the workflow and delete steps if applicable to correctly update it. Otherwise the existing workflow remains and continues to show invoices are pending for the now ...

When generating the Horizontal Level report the level columns can be set to report with whole dollars, however, when the Include Total Column box is selected the Total Column defaults to include decimal and pennies and there is no way to adjust to...

Alternative Names in the Bank Definitions should print on the Deposit slip. This feature works in Legacy but not in AgilLink. In Addition, Bank accounts in legacy can support up to eight alternate names. During check printing, you can select which...

The existing reports are formatted in a way that doesn't make them useful for exporting in order to import elsewhere. When it becomes necessary to consolidate multiple sites or a client goes to an org/firm without AgilLink, it would be most useful...

And the ability to select which alternative name you want to use when creating an AR invoice. Because I don’t want to invoice from the individuals name. That’s the whole point of having a DBA. And this client has several DBAs so we need to invoice...

The intermediary bank information is present on invoices being paid via domestic wires when going through approval WF but it is no longer displayed once it gets actually paid

When searching for an invoice there is a column labeled due date. I see no reason for that. A check date column would be more useful.

This check was voided. On the cash flow report that would be given to a client, aside from the amount being in parentheses, there is no way for the client to indicate the check was voided. The word "VOID" should be marked on that transaction.

When searching deposits in the Record Deposits or Search Invoices and Transactions Screens the only values you can filter on are the Amount values. In tbl_Deposits there are two values, Amount and GrossAmount. KBLR and other clients would like to ...