On the Record Deposits page, make it so that pressing the space bar displays a list of open invoices, like when you click a dropdown list. The space bar does this consistently elsewhere in AgilLink. Why not here?

Our client would like to be able to view CNB lines of credit and loan information on AgilLink: Loan summary (product, loan amt, current balance, rate, issued date, maturity date, etc.) Transaction history (loan draw downs, payments, etc.) Statements

Re-organize and uncomplicate the creation of recurring template and the editing of a recurring template.

In imaging, the GL code description (insurance for example) and credit card detailed description appeared on the same line. In Agillink, these are two separate categories: "Account Description" & "Detailed Description". We can only search for ...

You should set up Financial Reports Templates instead of letting us create them. It is very hard to create them and to define them. You know how to do this, because you did set up reports in Datafaction.

When entering a budget, i feel it would be helpful if there was an option to select a date range below the account selection. Currently the budgets populate every month of the year. I feel a date range would help track budgets over multiple years ...

Access search images & trans menu and look for paid invoices for a vendor- results show two dollar amount columns. The amount column is correct however the check amount column is not. If you have paid multiple invoices on one check, that amoun...

When we have a client with multiple entities, running each bank rec is a hassle. I want to run them all as a group, then be able to look at each individually then then go back to that group… I dont want to have to run the bank recs all over again

Currently you must go into the account to reconcile by clicking the recon button, then the submit button, then the ok button. It would be helpful if you could press the submit button on the bank account list page or have a "submit all" button that...

We have many clients that want to be able to see more than just the bill they are approving. In the old system they could and now to be able to see anything more they need to be in inside user. Something as simple as the last amount paid is not ev...