Even though we have partner & client specific delegation set , we cannot add another delegation for that same partner on another set of clients with a different approver. Not sure why delegations are client specific if it is not allowed but it...

Create a drop down from the list of banks available by that client so it will auto populate the Wire/ACH details for the invoice. Some clients have more than one bank they invoice out of and it's time consuming to have to print t PDF, then edit th...

If I click on the reference of a related image, all I get is the image. I cannot make any changes like I can in Legacy. It would be nice to be able to change the related image right away in case I need to update the category, client, or descriptio...

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.