Sometimes invoice numbers are incorrect - would really like to be able to update them after payment

In addition to being able to attach an image to Vendor Set-up (like W-9) there should be a section under Vendor where you can save notes.

A version of the bank rec report that shows exactly what cleared and when.

Reports (such as invoice registers, journal reports, deposits reports, etc) should not require date inputs. If no dates are entered a report should show all activity for all time If no end date is entered a report should display all activity from ...

This would be helpful when keying invoices to compare the information provided on the current invoice with what was previously stored in the Define Vendor setup. Many vendors continue to change their bank information without noting that on the inv...

Firm would like to use the upload journals template to upload bank activity from non cnb banks and need to code 1099s.

When an Account Manager (in the “To Approve” box) changes the coding to an invoice, they do not wish for it to go back into “To Review.”

Users in international time zones should be able to be assigned the correct time zone so that notifications are sent at the desired times.

In legacy Datafaction imaging "online banking" balances, it was possible to view everything to which the user had permissions. This was extremely useful, but does not appear to be possible in AgilLink. It appears only one group at a time may be vi...