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.

Would love to have a pay now button in enter invoices that does NOT require pre-approval. This would work well when paying a credit card online and wanting to pre-auth/online pay that payment right there without having to go through several screens.

Book transfers should generate some kind of deposit record/image to be entered on the activity report, like ACH or Wire deposits. Otherwise, the only way we would know about it is to reconcile the bank account.

Able to assign payment terms under Define Vendors

As it stands now, we'll need to rebook all the commission memos as invoices line by line and this will add significant amounts of time to our day.

Add an A/P Vendor e-payment setup request form to AgilLink that will allow Admins to accept and transfer the data entry into the AgilLink A/P Vendor Setup Screen. Current internal process at the firm is the Acct Mgr submits an A/P Vendor e-payment...

Add a client setup request form to AgilLink that will allow Admins to accept and transfer the data entry into the AgilLink Client Setup Screen. Current internal process at NKSFB is the Acct Mgr submits a client setup request form to the Datafactio...

During invoice approval, if the approver clicks "email document" under doc info and tools and emails a non-approver (her assistant bookkeeper), the link sent to the non-approver does not open the invoice. Instead it opens the AgilLink Home Page. S...

user wants restrictions in place so if exchange rate needs to be updated, then don't allow wire to be edited/sent.

Give users the ability to sort custom category fields that contain lists so that when a new value is added to the list, a "sort alphabetically" button will sort the new value in the list alphabetically. See attached email