We should be able to duplicate a vendor from one client to another client

When you go to the Reporting->Cashflow Reports menu, it will list all the bank accounts for a client. Without checking each account manually, there is no way to know which accounts are inactive or active. We could have a column that just says a...

We would like for Scan Only users to have the ability to Search and View items in AgilLink.

Add the notes to the app for approvals. We use it for recording wire verifications with vendors.

It would be helpful if the image does not disappear when you click on any other menu option. Having the bank statement image opened helps in reconciling the bank account instead of printing and/or saving the document!

Is there anyway to increase the number of characters in the description line? There’s no way we can properly bill with only 100 characters. I cannot even use multiple lines as it requires quantity and unit price to be greater than 0. This is a ser...

Reorganize the invoice approval screen to display GL coding right after the prior payments section. then the reject box and then the rest of the items.

Ability to change the view to filter by group, instead of viewing all clients. I can select to only view certain clients/ groups

It would make sense to have the "Transfer Funds Template" and "Transfer Funds" processes under Banking (and a column for Transfers), instead of under Transactions - Journal Entries

It would be beneficial to have the ability to group customers on the AR Aging Report by Customer groups and have subtotals at each customer group. Currently the report subtotals at each customer.