We would like the ability to open a batch when entering invoices so that the bank account we choose will be the default for that batch. We had this ability in Legacy and found it helpful.

deposits would be entered and be "temporary" e.g., they would not be in the ledger. Standard workflow approval for the Journal category would be available. When last approval action occurs, book the transaction. Allow a final FYI workflow step aft...

There should be an option to opt in for email notifications for positive pay decisions when there are no decisions to be had. Firms could opt in so that when the positive pay file is received and downloaded, firms that do not have any decisions wo...

Currently it shows last payment and 13 mo prior however if you haven't paid a vendor in 13 months, it won't give you full history. Even if you displayed the last payment regardless of when or how long it’s been in the payment history details tab o...

Can the excel upload for multiple deposits have the capability of doing a reclass instead of booking it as a new deposit?

The 1099 transaction report should have grand totals of the compiled column so that it is easy to double check that the 1099s printed equals the 1096 total.

currently the cf report has the option to have the description field of a deposit flow to the cf report or the full gl coding. i need for there to be the option of selecting only one or any desired number of the gl coding used for a deposit to flo...

QB allows changing the memo field at any time when using the an existing vendor. Agillink currently makes it so you have to go into the vendor profile and change the description (which is actually the check memo field) and essentially locking all ...

Make the collapsible approval inbox a user profile setting, or have it retain the state. (If approve something or leave the inbox, and come back the inbox is expanded again)

Users would like to see last login data shown on AgilLink when users log in to the Mobile App. Currently the system ignores those logins for the purposes of reporting and seeing when users log in.