Ability to view but not edit addtl payment info for vendors. Some users cannot enter but must verify this info.

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?

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

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...

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

We use deleted invoices to note our reasons for not making payment. We often refer back to our notes and we need visibility on deleted invoices for our audit trail. Can we add back to Search transactions and Images?

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.

SO WE CAN SEE WHAT BANK ITS COMING FROM

Book balance should populate as of GL Date and not current-date book balance. Today’s book balance is irrelevant to the bank rec process being performed. It provides no usable information for this feature.

There should be a way to create/download a formal remittance advice for payments instead of relying on the email ACH notifications. When there are multiple invoices included in one payment, the ACH notification does not include the details of all ...