Would like the ability to include an attachment to be sent out with emailed / printed AR invoices such as a w9 or remittance information

We noticed that when using pay notifications in Agilink, the notifications are not included the Vendor Account number (referenced below) which is very helpful for vendors to correctly apply payments. Can we please have this information added to pa...

Ability to Perform Search and click on invoice image from search in separate tab to view coding and review others work. Normal workflow means sometimes partners will look through all payments through a search to see if everything lines up or match...

Users are setting up vendors to automatically record a deposit on another client code. When they use payment method ACH to pay these vendors, and incoming ACH image is received in the To Enter inbox for deposits. The users would like these images ...

Some vendor names are not clear as to whether they are an LLC or Corp until we get their W-9. We should have an additional field in the 1099 payments tab where we can add notes on what boxes were checked on the W-9 to help us double check that the...

Some clients pay the same vendor under multiple accounts. We may want to know how much they pay them total, but being able to differentiate which vendor is which without needing to run multiple searches would save time

When you go to Reporting – General – Budget Report, you can run each revision, and it will show you the actual budget (but there is not currently a way to search what budgets were created, when it was created and/or revised, and see the descriptio...

Update the fonts on the check face to be uniform. Currently vendor font doesn't match client name.

In all cases when using the book button in Auto Bank Rec, the firm wants a default check number, so set the default value to YES

Would be great if the main browser displayed the session clock for inactivity.