Add a firm setting so that whenever a new vendor is setup on a client, users are required to go to the 1099 payments tab and identify if the vendor needs to get flagged for 1099 reporting

Provide the ability to hide the new Accrued Balance column on the AR Aging report. We provide this report to clients to see what is past due and reach out to the individual customers

Ability to add the option to include the Vendor/Payee Address to the (Invoice Reports) Payment Register Reports specifically.

would like to allow users to be able to define new detail accounts on the template when a rollup exists but not define a new rollup account on a template. Currently they can either define on a template or cannot, they would like more granularity h...

from the "Categorize Documents" page, please add the ability to delete the entire document without having to go back to the "To Complete" screen. As it stands now, you can only delete page by page, which is time consuming, and even to delete on th...

Inter & Intra client transfers between CNB accounts that were paid via ACH/WIRE in legacy did not generate incoming ACH/WIRE notifications in Legacy. The firm would like to suppress these notifications in AgilLInk as well, like they're suppres...

There is a refresh button at the top of the ledger report which is very helpful.

As an approver, sometimes I want to research an item that is pending my approval. There are usually multiple optional approvers, so I like to place a HOLD on a item while I research it. While it's on hold, nobody should be able to remove the hold ...

I would like to filter by user in the "To Enter" inbox, which would show me the documents that were uploaded by a particular user. Sometimes I have multiple people scanning & uploading documents for me, and I need to know who uploaded what. ...

Give admins a settings that allows them to choose whether a recurring invoice that's edited should go back To Review OR To Approve.