Currently there is no way to specify that the $ owed is in USD (and not CAD, for example.) There is also no way to bill in another currency, such as Euros.

It would be very helpful for users to be able to view entitlements when confirming if new bank account entitlements have been activated or have not been activated in AgilLink. Allowing "view only" access feature will save users a lot of time....

In doing admin training for DeThomas Bobo today it seems there is a change in how the custom category page operates. When trying to create a simple custom category of AP Backup the page would not let me submit it unless I put something in the fiel...

We would like to have a field that we can put the payor name into and have it print on the deposit slip. This should maybe be firm setting that you could switch on and then it would just print whatever payor is brought in when processing the deposit.

Would be nice to have an option to receive a report generate reminders / reports and e-mail to you when invoices are 30/60/90 days, etc.

Allow all deposit types to easily recode commission box as things can be fluent throughout a period. Currently, if you've applied the deposit to an invoice you cannot touch the commission table. It would be nice to not have to unclear everything &...

Able to export to excel/pdf search results