When an Account Manager (in the “To Approve” box) changes the coding to an invoice, they do not wish for it to go back into “To Review.”

Users should have their notifications for Online Banking/Workflow disabled if the user is made inactive.

It is incredibly frustrating to have to click out of that box when you are coding out line items. It pops up immediately after you enter into the new line for coding, and you have to click out of it before you can actually type out a code. It tack...

When we aren't using levels, we need to create several budget revisions per entity. E.g., if we have 5 homes with distinct GL codes, we need to create 5 budgets for each home to get a budget vs actual report. We would like the ability to tag some ...

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 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...

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 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...

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...