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.

Users should have their notifications for Online Banking/Workflow disabled if the user is made inactive.

It is incredibly frustrating to have to click out of that box when you are coding out line items. It pops up immediately after you enter into the new line for coding, and you have to click out of it before you can actually type out a code. It tack...

Global Admin should have the ability to mass "Lock" the year for multiple clients at once, rather than having to update each client individually. Additionally, the "Client Status Listing" Report should display if the period is "locked".

Allowing preset Intercompany transactions to be set on recurring invoices.

When making monthly partial payments on an invoice originating in a locked period, the partner has to unlock the books to allow the partial payment to be cut by staff, then the partner has to re-lock the books. This is a recipe for disaster as the...

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...

Having the ability to create levels and vendors on the fly for journals and intercompany journals would save a ton of time. Currently users need to open up a second tab to create either and then go back into the transaction. Users can currently se...

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.”

When we aren't using levels, we need to create several budget revisions per entity. E.g., if we have 5 homes with distinct GL codes, we need to create 5 budgets for each home to get a budget vs actual report. We would like the ability to tag some ...