It's useful to have certain administrative controls linked to the "to complete" functions. At a minimum, useful to control the alerts for this phase of document life cycle separately from the "to enter" or "to review" etc

Since it is possible for transactions to be entered without images, based on settings, it would also be useful to have search criteria (check box) for limiting results to only those items without images associated. In particular, journals but also...

When uploading multiple docs at once to have the option to delete the whole pdf instead of just one page at a time.

Please do not round the percentage in the commissions table, some clients have commission rates that exceed the 2 digit round up.

When you try to delete deposits, it becomes a tricky situation if you have another window open with Agilink running on the same account. If this is the case, then the "delete" function will not work. It will continue to not work, even if you refre...

When recoding an invoice for an adjusting journal entry, the Accounting Date field should not be auto filled because users will not notice this new box and hit submit not knowing that they created an adjusting journal entry with the same date as t...

The recipient of the ACH, Wire or BillPay payment needs the invoice number I am paying added in the memo line. The check number I issue is not helpful in matching my payment to their open invoice.

Give Users the ability to generate recurring invoices more than 99 days from the due date

Currently you have to drill into each EFT to get the approve button. Way too time consuming. Need a quick approval check box to approval all EFT's.

Add a section similar to what exists on the vendor screen where you can include the vendor site + username & password to the payor screen.