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 ...

Having to download several different types of reports as PDFs, would like to see an option in the Settings tab where reports can be exported as PDFs, that would allow pre-naming the file, prior to download. Currently a Cashflow report name looks l...

. A “Zero Dollar Invoice”1 would be an excellent way for us to recode invoices that were incorrectly coded in a closed period. Also, as someone who likes to export data to csv files, this would help me create better pivot tables. If I have overloo...

Can you please increase the idle time (inactivity) time before automatically logging off users? Or better yet, let the user choose the length of inactivity time before automatically logged off. The reason for that is a lot of times when processing...

I have a client that requests the due date be displayed on the approval dashboard.

I ran a schedule report for expenses, the expenses show as a positive number, I would like the total to be shown as negative.

A way to create recurring invoices from previous invoices. I know in order to create a recurring invoice you need to start fresh, but it would be less time consuming to use a previous invoice as a reference.

Currently, there is no "next" button, in order to reconcile and/or move on to the next account. Instead, the user needs to go back to the main bank reconciliations screen to choose another account to reconcile.

The user paying the invoice does not have the ability to determine whether a laser signature is printed, I should be able to determine that during the workflow

(1) consolidate all transactions into one vendor (2) save time without having to search /view 2 or 3 of the same vendor fror look up on payments history