When you login and try to upload images (or go to a specific tab), and a client has not yet been chosen, an error comes up stating that "You are not authorized to access this function." It would be great if the error could be removed (as it is con...

In Search Imaging & Transactions, i would like a filter to ONLY show transactions WITH images. I can't email or print transactions without images, so having to manually check all then uncheck the ones without images is very tedious.

When trying to delete a deposit the clear date will be blank but the item is still included in an auto reconcile, thus adding extra steps for us to delete deposit. We should be able to remove the clear date, submit, and then delete.

Custom logos. It would be great to run this enhancement as a letter that coincides with bank account balance as of x date sorted by client group. summarizing the month end bank balances from the prior month all in Agilink instead of having to inpu...

CLICK A SYNC BUTTON FOR CREDIT CARD ACTIVITY TO DOWNLOAD. SAME AS IN WHAT QB HAS BEEN DOING.

ability to send email invoice directly in the system with a REPLY to the contact person @ company. (like quickbooks) Right now when you use the email function from agillink, it sends from the noreply datafaction email & doesn't cc or give the ...

Currently in the biller info, you can only add an email address. Would be good to have a contact name so that if anyone has questions or has to call, they can have a person to ask for. Sometimes that isn't clear with just an email address.

To have a reference line or general subject line for invoices. This would help to identify general topic where applicable to the invoice. Internal & external benefits.

If you run a P&L with multiple columns that include prior period data, and the total of that row equals $0, the report will not run unless you check the box that says "include zero line items." The report should also look for data in the colum...