We are in need of productivity reports to assess client activity levels and employee workloads. It is important for management to be able to assess how our projected client work activity compares to the actual work being performed by the team. Alo...

Currently an inter-company journal is only visible to users that can record transactions in AgilLink. There are levels of approvers in the workflow who can only view details, and certain windows are not accessible to them. Using the example of Inv...

When an invoice is placed on hold, an "H" icon is added next to the invoice in the "Approve Invoices" folder. When a user looks at the same invoice in the "Pending Invoices" screen, the icon does not travel with it, so they are not aware that the ...

When approving invoices, a user might want to move to the next one or go back. We should add the same feature that we have in enter-invoice.

ACH is sent out and on the Vendor they entered the e-mail address of the Vendor to notify them. But when the e-mail goes out it still sends the clients name as defined on the client setup as opposed to the Alternate name as they defined in the ban...

Adding single PDF & allowing multiple reports (Cash flow, P&L) simultaneously.

In the Transfer Funds Template page there is no distinction or filter for active/inactive templates. They all appear together in the dropdown list.

If they have a check and want to see if it was deposited, they could easily find this by searching on the check number. I have attached legacy search and agilLink search screens

We're needing a way for non-AM roles being able to drill down into activity detail without being able to create or edit entries.

When a document is associated to a transaction and searched via the Document ID and no other category criteria, then the search results should return the associated transaction info in the results.