There should be a way to create/download a formal remittance advice for payments instead of relying on the email ACH notifications. When there are multiple invoices included in one payment, the ACH notification does not include the details of all ...

Add an option to switch view and menus to DF legacy (keys/commands vs. Mouse & Ribbon).

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...

Please add option to payment terms to vendor profiles

If the user has access to all clients and then delegates for a user they see some clients listed twice in the quick approve page. We would like this changed so it only appears once if the user has to approve it at a later step then it should re-ap...

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...

it allows for a quick review of all vendors with the expected 1099 dollar figures. I used it in DFX and found it very helpful to quickly prepare a schedule of all expected 1099s

right now you have to search images that have no relationship and go into each separately and delete via tools. it would be super helpful and a time saver to be able to select as many as you want and delete all at once

Create notifications for custom categories that trigger when documents are uploaded. This will be helpful for notifying the tax department that files are available for a particular client.

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...