Provide a way for the administrator to see the total number of internal & external users they have licensed, how many of each are currently active and a tally of the remaining unused licenses of each type they have. Possible ways to do this ar...

For example, I'd like to be able to minimize all accounts I don't work on and have agilink save those settings for my login so I don't have to keep minimizing everyone else's clients every single time my page refreshes.

I have access to all the clients because I'm an admin but I only work on a few of clients. Agilink needs to mirror the workflow email notifications like Datafaction where you only get the emails if you are an approver on the client. Right now I ge...

In AgilLink, under the tab Admin, Clients - it would be helpful for us to have a 4th Level under Detail. We currently have 3 Levels set up but would like a 4th Level to filter with. Thank you.

On the “Upload Single/Multiple Documents” screens, while uploading images, a list should populate on that same screen that shows all the images that one has uploaded thus far to the client rather than having to navigating to the main screens perta...

In the Workflow page the predictive lookup for templates should sort alphabetically by description. In addition, when zooming to workflow template definition page, the existing workflow templates should sort alphabetically by description as well. ...

A user is concerned with the prospect of users being able to print checks over and over without the use of Reprint Check because the print screen does not disappear after a print and it allows the saving of the check to PDF. In Legacy when you hit...

I would like a daily notice sent to me if I have items that I haven't approved yet. I may see the initial email but then get distracted and forget. A daily reminder will help keep me on track of items that are waiting for me.

Much like with QBO, it would be great to allow customers to pay invoices via ACH by entering their banking info via secure link in the invoice/email.

At the moment when you attempt to Partially pay an invoice which is dated in a closed period you will receive an error. The error occurs because partially paying an invoice creates a second invoice with the same ID plus a -1 and since its trying t...