When searching custom categories in Historical Search, the main description field is not displayed. That means you must open each document in the search to know what it is.

When searching across entities, it would be helpful to add the ability to search by bank routing number and bank account number in the search. This way, users can pull up like vendors/payments across clients (especially if a vendor changes their b...

I timed out when I was continuously working in two different Windows in AgilLink. I was working on a long journal entry that took a while to complete since it contained about 50 lines. When I reached the bottom and hit submit, I discovered that I ...

When entering an invoice, you should be able to edit an existing vendor. There have been several times that ACH/wire information or the vendor address has changed since the last payment, and the person entering the invoice has to leave the enter i...

It would be great if there is some kind of alert if the total amount of approved/pending invoices exceed the ledger balance amount to prevent overdrafts.

Presently, if you run a certain date for the bank rec, items that have not yet been cleared from previous dates are not included for clearing (left side). Anything that has not cleared on the left side of the bank rec should always appear there ev...

When processing commissions for multiple income and multiple recipients, we do it per income/project. When these transactions go to approval, it should be in the order that we entered/processed the commission and Agilink shouldn't mix it up. It wi...

We would like to request the addition of an acknowledgment/approve button when a vendor is updated; this should be captured under the 'Vendor Change Detail' section. This change will help us identify and approve any modifications made to a vendor ...

I had to individually open/close 10 different entities when doing an intercompany analysis for a client with over 40 related entities.

Several banks have different routing numbers when receiving ach's vs. wires. It would be great if in the Payment Method section of the vendor def there was a field for ach routing numbers and a separate field for wire routing numbers. And then bas...