Some of our clients have so many recurring invoices that it's difficult to find the one you're looking for on the Review Invoices page in order to approve it. If we had the same sorting options on this screen as we do on the Approve Invoices page,...

We should be able to combine multiple invoices into a single electronic payment.

If you search for a certain person or two people it doesn't bring them up at the same time

An option to have the ability to recode invoices (including credit cards) on an open period several times (same feature in Legacy) instead of creating an adjusting entry after one recode.

Our internal approvers don't have access to enter invoices and this is the only place they can search by division. Can this be added to the global search?

We want a weekly deposit report of all activity in only the Management Account so he can track money coming in for his clients. He is not interested in seeing transfers and pocket account activity

There should be a spot in AgilLink like the Banking->Entitlements menu where you can see if the entitlements file for AgilLink has been downloaded and processed. This would stem cases where they are asking about entitlements to bank accounts so...

There should be an option to opt in for email notifications for positive pay decisions when there are no decisions to be had. Firms could opt in so that when the positive pay file is received and downloaded, firms that do not have any decisions wo...

Need a more broad/ generic search function where I can search all transactions by a GL account for example. I can type GL account 1100-001 and AgilLink will return anything coded to that GL account from a single search screen.

When wanting or needing to undo a bank rec for any reason, if the bank wasn't reconciled to the last day of the month, AgilLink will require you undo the bank rec to the date it was last reconciled. If you don't know what date that was, it can be ...