The transaction number for credit cards won’t be there because they aren’t treated as transactions in AgilLink until they’re processed as an invoice or journal (depending on your setup). We don’t have a concept of linking to a credit card transact...

I find myself having to run this cash liquidity report for it to give me adjusted balances with open invoices but not physically see what is opened. I can't click on it to see it. This should be a feature added to this report to avoid me having to...

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

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?

Excel is the most used tool by Accountants: Specially for Audits, to search items not easily identified or matched, Excel capabilities like: Pivot Tables Text to Column Search Math operations Conditional formating The list could go on for pages I...

when i am looking for history, i have to go to so many places to see invoices that have been paid, invoices that have been entered and pending payment.... can we see this in vendor profile and just color code the ones that are sitting elsewhere.. ...

Currently if multiple invoices go out in an ACH payment - the vendor is only receiving one invoice detail in the e-mail and does not know how to apply the multiple invoices within the payment. All of the invoices should be included in the e-mail t...

When viewing PDF documents in imaging, one should have access to some of the basic features Adobe Acrobat already provides (i.e. to use the highlighter pen, arrows, underline and tic tac calculator feature) rather than making those changes to the ...

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...

As this can be a very helpful report to run either by a group of clients, or one client at a time, it would be very useful to have the ability to export it into PDF or Excel. Currently, you can only print to screen/take a screenshot.