To be able to edit the code setup (category, sub category and type), without having to reopen the books to the beginning, would save a lot of time, especially when the code has not yet been used. Example - changing the code from a detail stand alo...

Would like the ability to have repetitive invoices that fall on a weekend, generate the Friday before instead.

In discussing with our accountants and compliance, it would be helpful to add a field to the bank definition for general comments or to add a copy of the signature card or POA. It would be helpful to be able to add comments/notes about the account...

Add ability to use the 1099 codes and vendor assignments on the JE Upload template

Currently all bank accounts, active and inactive, appear on the Entitlements page. It would be nice if there was an option to display only active accounts, or if there was a column dedicated its status.

Audit Trail for changes to a user definition; who made the changes

Currently if a payable is rejected, some type of change must be made to the coding, vendor, etc in order for AgilLink to kick it back into the approval process. Changes to the payable including adding backup and adding a detailed description are n...

Need the ability to restrict seeing Bank Account and Ledger Balances This should exist on the User Role page so that BOTH view only and internal users can make this selection. Many family offices want Users to enter invoices but do not want them t...

Create system defined View Only User roles: View All View Invoices View Deposits View Payments View Journals View Vendors View Payors View Reports

Currently on the Define Vendors screen, you can choose a "Pay Only From Bank," to ensure that a vendor is always paid out of the correct account. If a "Deposit Only to Bank" feature can be added to the "Define Payors" page, this would ensure that ...