Create notifications for custom categories that trigger when documents are uploaded. This will be helpful for notifying the tax department that files are available for a particular client.

SO WE CAN SEE WHAT BANK ITS COMING FROM

We have recently been made aware that CNB offers Zelle as a payment method. It would be nice to be able to pay using this service through AgilLink. Some people do not want to give us their banking information. This payment is also immediate while ...

Could we put in the ability to check a bank account, as its being entered in the Bank Definition page, to confirm it doesn't exist on any other client? If it does exist on another client can an error message be presented saying "This account has a...

looking for sales by customer, sales by month, total sales and then by customer within that.

As of now the ebills notification goes to everyone that has access to the client rather than the user that setup the vendor. The e-mail contains sensitive information.

Add the ability to drag & drop images in the detail tab of transaction screen

When looking through reports (deposit reports, balance sheets, etc), when you switch between clients, Agilink should keep any prefilled out items (date ranges, etc) that you choose in the first one.

Separate workflow delegation by workflow type. A user can be a part of review, approve, and release workflows and I don't want to assign all workflow types to the same delegate

Once an Invoice is created by the Credit Card module, it shows in the CC module as Previously processed. When you filter these Prev Processed items it Cancels the invoice and sends the image back to the To Enter inbox. The user will have to submit...