Business Suite currently sends out pre-notes for ACH’s to verify bank accounts, before an ACH can be generated. Can this be added to AgilLink, to confirm the bank accounts are correct, prior to being able to process an invoice?

If a user is entered as an optional approver on multiple steps of the invoice approval process, allow them to click approve once to process ALL approval steps that they are apart of instead of having them approve for step one then having to go bac...

External approvers should be able to see the workflow of who entered invoices, who approved before them, etc, so they are comfortable that nothing was overridden. This was a functionality available in Datafaction legacy.

Have the ability to run a report of bank accounts by client. This would be done as a security measure with regards to the banking upload step to audit the accounts that were part of the export from Legacy. This would ensure that the accounts match...

Able to click on ledger items and stay in the ledger rather than jumping back and forth from the dashboard.

In the reconcile accounts function, it would save time if users were able to match more than one transaction on both the "bank transactions" side and the "ledger side" versus only being able to select multiple transactions on only one side.

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...

Is there a way to search through credit card statements? All other uploaded documents can be searched through except for that. The only way I've been able to find is by knowing which bank the credit card is from first and searching through "invoic...

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...

There is currently no pen & paper icon available to set up vendors on the fly, when marking a line in a deposit or journal entry with a 1099 code.