Would it be possible to have the system force the transfer GL to be the same so that you don't wind up using exchange instead of bank transfer?

In legacy Datafaction the additional description was shows on a separate row when exporting to excel. AgilLink has no option to show the additional description on ledger reports. Please add the option to show additional description and force a lin...

If a client wants to change the template chart, the system does an analysis to see if the accounts match. If they don't the user gets a message that accounts dont match and it is a lot of work to find the offending accounts. AgilLink is analyzing ...

Clients constantly forget their logins or mistype them when logging in to approve bills and would really appreciate this feature. I would appreciate this feature as well considering I approve a lot of bills through the app

On Legacy you were able to sort incoming wires/ach by vendor and open up just the image without opening a deposit window [online banking-status] can you bring this back? Also adding a sort by bank account would be helpful as well!

It would be great to have the option to have Bank Balance/Book Balance omitted if possible, some clients want screenshots of deposits sent to their assistants for record keeping/tracking purposes. It would make it easier to have that displayed far...

We frequently need to confirm payment to vendors and I think it would be very helpful if on the vendor reports the check number was a hyperlink to the check detail on the manage payment site. Currently I have to go back and forth to confirm check ...

When reviewing statements, you should be able to change the payment method to automatic payment on the first page.

In Legacy, once a workflow substitution rule expired, Datafaction would send out a workflow substitution report to the Approver that shows the client(s)/invoices that were approved on their behalf. Add this report to AgilLink as Partners will want...

In legacy, a report in imaging called the "scanned cash receipts report" existed which allowed firms to see unassociated/associated deposit images. This allowed firms to audit whether deposits images that were uploaded were actually entered into D...