By adding Invoice Reports as an option, report automation can be run across all clients/a group to show a client their invoices processed for a certain time period

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...

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 ...

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...

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'.

A report that provides a list of which invoices were approved by which users would prove very useful in cases where an alternative approver is placed in a workflow when others are away

User would like the lockout error message to not just state please contact support, but to include the step of resetting password fixes the lockout. This request is due to the user getting locked out last night and not being able to login till thi...

It's been common practice to include all or part of the account number on the bank definitions, and we don't want to have to change that. However currently the Cashflow pulls the Account Number from the Bank Def and adds an appended form to the he...

Change the no reply email to a the specific user sending email from AgilLink to make it more identifiable to receiving party.

Add the Percentage Fee report in Report Automation