Currently we have to bounce back and forth from the liquidity report and the dashboard to manage cash. The liquidity report is missing current bank balances and the dashboard is missing open invoices and an adjusted balance section. It would be ef...

Stop pays get rejected if payee name is over 30 characters

often the issue arises where a vendor was set up to pay only from a certain bank but with enough time the vendor can become stale and having to exit out of the invoice to define the vendor to unselect the pay only from bank box is a hassle. please...

The image that was associated with the payment should automatically be transferred to the automatically recorded deposit. Currently, it only shows the default image from the bank.

We have many documents or investments which are larger files and they cant be uploaded. please advise!

When entering a deposit from a particular payor that is defined in the system, would like the ABA number to be stored and displayed after a receipt is entered and they are doing the next one. This is helpful if entering multiple checks from a sing...

Is it possible to do 1042 reporting or at least add a category in 1099 reporting for this? It would be extremely helpful at year end to process the 1042 reports necessary.

Allow image requirement override at Bank Level.

The general ledger gives totals for every GL account but not the grand total for all the accounts selected. I have clients that ask for the detail activity and total for multiple expense accounts.

Emails from AgilLink should have more options, I should have the ability to flag an email as high priority and include who the email was from (username) within the email vs. cc'ing the user