Please allow for a notification to be sent when the bill pay payment method changes from E-pay to Draft. This will allow firms to take proactive steps on choosing payment methods.

Sort Levels by Level ID, not by the Description or they order they appear in the Define Levels page This is an issue we mainly encounter when running reports

Files are scanned as high quality OCR'd images in color. We have numerous documents/credit card statements that are larger than 50MB.

The delegate group is duplicating invoices when the delegate user is in that same step as approval user (see attached).

I need the ability to enter A/P invoices for clients and needs to set up a "no workflow required" rule to apply to manual checks payment method. These clients use workflow for all other payments as well. Currently, users can setup Manual Check pay...

Add the description of the AR invoice to the AR Aging Report. Currently you need to drill down into the AR invoice to see the description.

User is running the Balance sheet report. The total of the Equity and Liability match the Assets and end in $736.08 but when its rounded to the dollar the Assets changes the amount to $735 and Equity and Liability rounds to $736. Can we please get...

We would like a cancellation date field, so if we have to cancel an invoice after a posting period, the financials won’t be off. Right now it defaults to the date of cancellation, and if it’s post close, the invoice still shows open in the previou...

We used DFLink in Datafaction regularly for investor distributions and it has been such a time-saver. The spreadsheets we use are clear and easy to update. We were told there is an equivalent in AgilLink but the format of the spreadsheet is very c...

Percentage fee reports have a maximum of 5 entries when running fees (even though you can enter more, only 5 will show on the report), some clients have prior reps that are still owed commissions on projects, so increasing the maximum entries from...