Since agilink did enhancements it is very difficult to switch between clients. there should be a drop down list for each user on the clients they use

In imaging, the GL code description (insurance for example) and credit card detailed description appeared on the same line. In Agillink, these are two separate categories: "Account Description" & "Detailed Description". We can only search for ...

When investigating the status of outgoing electronic transactions, it should be simpler to locate the applicable groups or client entities for setting filters. it's a more precise or a "starts with" in those fields now. Throughout AGL most of the ...

Please add an option in Alerts for us to see when we have locked a document, so we know to clear it. Please also put the "Clear Locks" button in an obvious location. Currently its buried in our User ID, Change Profile, Admin, Actions, Clear Locks,...

Add the ability to drag & drop images in the detail tab of transaction screen

It is difficult as a partner to go through the agilink balance menu and look at every account. If you want to run balances and check desks, there is no option for this just hundreds of accounts. I cannot even sort them by grouping. i have to look ...

Separate workflow delegation by workflow type. A user can be a part of review, approve, and release workflows and I don't want to assign all workflow types to the same delegate

the setup for recurring invoices is really in two parts: the enter invoices screen where you set up the description template and the GL code, and the template screen where you set up the frequency, generation date, and such things as whether the a...

User has inactive clients that are in a group, and only inactive clients are in said group. The user would like to delete this group but is unable to do so because the clients must be associated to one group.