When processing an invoice where the funds are deposited into another client code, currently we can only set up the deposit side to code to 1 gl number. When processing the invoice, we need to be able to set up the auto book to deposit and record ...

This does not happen. The first approver gets taken to the next invoice and the invoice just edited goes back to the workflow. That makes sense if the edit is being done by someone other than the first approver. If the first approver is editing th...

There are times that a $0 invoice needs to be entered. Legacy allowed this but I cannot approve a $0 invoice in Agillink.

Allow Parenthesis in Account Description in General Ledger

Reported by Marco Hernandez from PTD. Exports fine to Excel and displays fine in view mode. Product team advised to log enhancement request for it.

On some fields in Agilink, you can search by any word in the client name, but in other fields, it has to be the first few letters? For instance, I am doing the JEs to book opening cash balances. The screen to upload would not locate The Whitney Ho...

If there was an ability to set up workflow by bank account, that would be incredibly helpful. This would be for cases where different users need to approve for just a specific bank account for a client/entity (production, client trust, etc.). Havi...

Ability to select a date range when doing image exports similar to what Legacy has. Currently it will retrieve all images.

Currently, the only options are "All Clients," "Enter Clients" or "Client List." Having the ability to run a group or groups, would make the need to create a client list unnecessary in many cases.

Add multiple lines for level descriptions, that way we can add the breaks where we need them. Making the reports with levels more functional.