Since the transfer methods have been updated to move away from the idea of "Book Transfers" vs "AP Book Transfers", the "Book" entitlement should be renamed to better indicate its function (i.e. "EFT"). There are already entitlements for ACH Debi...

The Reconciliation Report current displays two different formats for negative numbers. Negative amounts in the "UnBooked Adjustments" section of the report are displayed wrapped in parenthesis. However, the amounts in the Outstanding Payments sect...

We get all of checks that include meal penalties, but they are not commissionable. When you do a commission template there is no way to exclude the meal penalties from the gross, so any commisionable checks that include meal penalties i have to do...

It would be helpful to receive notifications when documents are uploaded into a specific category. When doing tax returns I would like staff to be able to upload estimate payments and other tax related documents and receive an email when they are ...

When still in a client template on the home screen and you click on the invoices to enter shortcut, it boots the user back to the home screen because templates can't enter transactions. This should be disabled because it is not an actual screen fo...

It would be quite helpful to have each error in the validation results be its own error number. Below is a chart of some current error codes and their proposed new error codes. If one of the proposed new error codes is already taken by another err...

When entering an invoice in AgilLink, you are able to enter an amount in both the credit amount & debit amount boxes (screenshot below). In DFX, it would automatically zero out once you enter an amount in the opposite box.

Add the header row: Client Code FileName ItemID Attr AttrDesc ErrType ErrCode ErrDesc AuxInfo AttrValue to the validation error results page so the spreadsheet is more readable.

client has a set of books in USD, EUR and GBP. There's a feature in legacy to consolidate the books into a parent and use an exchange rate for the EUR and GBP books to get them into USD on the parent. Would like the same functionality in AgilLink

When assigning categories to uploaded documents, it should take you back to the following document # and not just leave you in the filed entry screen. Having to now go back to the main and search the point where you left off