Please add option to payment terms to vendor profiles

While I'm entering an invoice, I like to reference the previous invoice to check my work. While I have my invoice I'm working on up in one window, I open another window to check the previous invoice under that vendor. Then once I'm done reviewing,...

If the payor settings have the commission settings entered, it would be helpful if that carried over to the trained deposits per the payor set up. Currently, you must manually go in and select the commissionable income setting on each trained depo...

In the "Reconcile-Auto" section it would be nice to update bank balances if needed. This would be helpful for bank accounts that do not have entitlments or balances pulled in from the bank (CNS, other brokerage accounts or non-cnb accounts.) Also ...

I have heard from users that when they are in the To Approve inbox or To Enter Inbox they are unsure what clients have transactions to deal with so filtering the boxes is not as useful. With a Collapse all button they would be able to view each cl...

The comments entered on AP invoices used to appear on the AP approval inbox screen in Imaging. Can this be added to AgilLink please? We use a print of this as a check register and the comments communicate payment routing instructions for our admin...

Whenever I export a rollup report to excel and want to copy the data to a new sheet, it also copies all of the hidden detail rows. This negates the whole point of running a rollup report which is to be able to view and manipulate the data from the...

The SSRS report viewer has a refresh button. In most cases, the refresh does not update the report. Woody Creek is asking to remove it as it causes confusion

User re-activated a bank account but it did not make the GL Cash Account Active, it should be an option or automatically done.

Add a column on all To Enter screens to display the user that uploaded that image. When images sit in To Enter for weeks, it's difficult from management perspective to determine who uploaded the image and left it in To Enter. Would be great to kno...