I find that summarizing by rollup accounts is insufficient, and that an additional level of summarization is needed at the subcategory level.

With technology moving as fast as it is, we now have the capability of using our phones to deposit checks. Can AgilLink create something where we can scan the checks then upload and send the image to the bank (CNB) to be deposited?

Currently can only sort by specific client. Would be nice to be able to sort by client group as well

To better audit additions/changes to vendor information, please add the feature of: drop-down to select multiple clients, filter by: UserID, Payment Methods, Routing#, Full Name, and Bank Account # (which is NOT currently shown on the Audit report).

When entering invoices, the amount entered for the invoice under "amount" is aligned to the Right - I think it would be very helpful if the number is aligned to the left.

Provide a list of system defined swift codes for AgilLink users to select similar to what business suite allows

Add InterCo Journal info to the Details Tab of Invoice Approval

Currently the only way to add payment info in the AR invoices is to add it in the "Notes" section. We would like to be able to reserve the "Notes" section for notes that we need to add to the invoice, not the payment information. Remittance info i...

When doing a global search for images and transactions, column headers scroll off the page.

When you are copying a budget that uses Levels, currently the “Copy to” is greyed out, so that the Level cannot be modified. Many people like to copy over one budget to a new one for a tour, project, etc., which would be tied to a new/different le...