It's cumbersome to remember to turn off deposit ticket. Make a firm setting or it should save you turning it off by session.

Users would like the option to edit AR invoices after they have been printed, without cancelling the AR Invoice.

Stops issues with the invoice having to go back through approvals, as it cannot print without the mandatory image replacement

Add a column to show the commission percentage so users can easily see how the commission is calculated

Users would like the option to undo a chart upload if no changes have been made and the accounts haven't been used yet. For example, If a user uploads a chart with 1500 accounts and realizes immediately after upload that they made a mistake, they ...

When a credit card is split between multiple clients in Imaging, there are links to the other invoices. In AgilLink, there is not link in an invoice to the other entities the credit card was paid from. This would save time not having to exit and e...

I am unable to upload multiple statements pulled directly from brokerage firm's web portal to AgilLink. I believe the root cause may be the fact that it is 'Secured'.

The first step to working on 1099s is to make sure vendors are set up correctly in the first place so that we can be sure that the 1099 transaction review report contains only the data we need to review. Or have a vendor report just for 1099s that...

Add the ability to filter and sort the pending inbox by payment method and status (open, on hold)

There is no column showing status of active or inactive so you can't tell. If you run the status individually and select active or inactive, it's fine.