This is a reqquest to have 3 decimal places in a commission table rather than 2? The rounding is causing an issue in the reconciliation. In this example t he issue is that this is split 4 different ways and the total should be 21.0%, but it ends u...

AGS-NY would like the client name to show last name first and first name last in the imaging area of AgilLink. They find it much easier to identify clients if they can see their last name, first name.

AGS-NY does not see the purpose of the client code any longer due to predictive search and would like to have a firm option to suppress it.

Users would like to add other currency amounts to AR invoices for Customers outside the U.S. (Pound, Euro).

Michael Jordan at Level Four Management LLC would like to be able to pull up a list of all clients with full CNB account numbers. It would need to be available in pdf and excel. Excel would be best as it would offer the ability to sort. Currently,...

Adding a template is an unnecessarily complicated process that CSMs need to assist clients on constantly. A template client should be able to be created with a null value for accounts payable GL Key in the tbl_Client_Profile_AP table and null valu...

User's can easily make a mistake when entering a date. They should have the option to correct the date if they did. (See SF case 536893 for more info)

Able to run Customer (AR) Ledger showing invoices, credit memo & Payment history

When an approver has a signature in AgilLink, and is also an Alternate user on a different signature, the signature used on a check (when both signatures are in the bank list) should be the first signature in the list. This will mirror the setting...

Will AgilLink incorporate the scanning sheets which are used for DFX? Because if it doesn’t this will cause problems with how fast I will be able to scan mail into AgilLink especially if AgilLink will be the future scanning system we will be using.