While approving the invoice: When approver/allocator sends notification to make any changes the system should automatically pick up at least Client ID and Client name for Email Subject. Currently we do write subject manually so the receiver can ea...

Please add an option to search by level in the Search Images and Transactions page, so that a user can search by a specific GL code and/or level by all or specific categories.

Allow image requirement override at Bank Level.

After reaching the last invoice for approval and approving it, all child windows should close and Agillink should revert to the main screen. Currently, the image window remains open.

We are trying to clean up calendars and want to know what clients are associated with each ID It would be nice if this error gave us the clients that are associated so we can change them then delete this ID

Enhancement request for this admin report: GL Codes – The ability to add in multiple GL ranges, as well as select multiple single GL codes Have the ability to Run and Save reports to utilize for the future

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

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

Rejected invoices are not currently included in the pending box. These are still pending invoices. This means that the pending box is not a full view of what is truly pending