IE: Transfer entered today, but not approved until tomorrow were processed successfully in Legacy without any user interaction in Legacy.

When running a vendor history, it only shows invoices but it should show every type of payment for that vendor.

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 ...

The transaction number for credit cards won’t be there because they aren’t treated as transactions in AgilLink until they’re processed as an invoice or journal (depending on your setup). We don’t have a concept of linking to a credit card transact...

Currently it shows last payment and 13 mo prior however if you haven't paid a vendor in 13 months, it won't give you full history. Even if you displayed the last payment regardless of when or how long it’s been in the payment history details tab o...

I'm deleting/adding several levels on a client to clean up how it looks. However, I got an error message that I cannot delete an item (that I thought was empty). It would be very helpful if the error message could state WHAT was deleted. I had to ...

When a user is being inactivated, the system does not stop or warn the admin if that user is still listed in workflow(s). It would be great if a pop-up could come up that would direct the admin to those specific workflows to remove/replace that us...

When users are presented the list of categories from which to choose, it's useful to prioritize them to those created in the site vs those inherited from others. Over time, it becomes unmanageable and everybody has already figured out the * in fro...

deposits would be entered and be "temporary" e.g., they would not be in the ledger. Standard workflow approval for the Journal category would be available. When last approval action occurs, book the transaction. Allow a final FYI workflow step aft...

In Datafaction, we were able to search without entering a specific client code. This is helpful when we're searching for general vendor/payor information that we know is used within the firm.