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

Allowing the vendor's banking details and the email contact will allow you to double check the payment info and contact info is still correct in the To Enter process. Right now, you have to go into the vendor set up prior to entering to even see t...

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?

We have recently been made aware that CNB offers Zelle as a payment method. It would be nice to be able to pay using this service through AgilLink. Some people do not want to give us their banking information. This payment is also immediate while ...

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

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 ...

Add an option to switch view and menus to DF legacy (keys/commands vs. Mouse & Ribbon).

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