When setting up a vendor to auto-book a deposit, the auto-book on the deposit side only works if the user processing the invoice has access to the client receiving the deposit. We have account managers that will send money to other clients that ar...

I needed to book Credit Card statements as JEs instead of invoices/payments. So I changed the 'Accounting Mode' in the CC set-up, and once coding was done, it created the JEs. However, upon searching for those JEs, the Image # does not appear in t...

Allow admin to create reports only avail to certain user (instead of user creating the report themselves or having a global report).

There isn't one consistent place in Agillink to locate front and back copies of all cleared checks. Some can be seen by clicking on the Current Balance but all are not shown. We had this in Imaging, simply had to open the details box and click on ...

Add additional field titled BSB code on vendor screen or warning for the BSB code if missing when sending inter'l wire to Australia. Users are putting the code in the add'l code field for now but would like its own field or a warning come up that ...

Currently, external users can only view coding breakdowns on invoices via the app. Many external approvers would prefer to approve invoices via their desktop (as it is a larger space to view invoices); however, it currently does not provide any co...

to help user we are monitoring alert so if we could filter all clients with resubmit - then we can snip it and send to all users- same filter for detail

Entitlements filter- ability to select active/inactive bank accounts only. Currently when filtering all clients (it lists both active/inactive bank accts). Other options to filter is entitlements available or not available. The all clients option ...

I would think one is going to the check register to find a certain transaction. Rather than having to scroll down, or sort by fields (and then still scroll), it would be easier for the user to type in a keyword.

Are there any plans to add more Levels in the not too distant future? We have a client that wants to go beyond the three available.