When the virtual check shows a truncated version of what was input, the user feels like the information will be missing on the physical check. This causes a slow down as the physical check then needs to be inspected to make sure the necessary deta...

The new auto sign out happens too quickly. Is there a way to have it not kick in so fast or turn it off? Also if you have multiple tabs open you have to go to each one to stay signed in. It's very frustrating as I often have multiple Agillink tabs...

Once transactions are fully approved (wires and ACH's), there should be no need to do the extra step of releasing them. This is extra work. Full approval means it is good to go.

Presently, if you run a certain date for the bank rec, items that have not yet been cleared from previous dates are not included for clearing (left side). Anything that has not cleared on the left side of the bank rec should always appear there ev...

When processing commissions for multiple income and multiple recipients, we do it per income/project. When these transactions go to approval, it should be in the order that we entered/processed the commission and Agilink shouldn't mix it up. It wi...

The vendor report shows the level ID, not the level name. It would be helpful to see the name in this report, especially if we are just using consecutive numbers for our level ID's.

Add a sort/filter option in the approval inbox to only see only high priority invoices. This way, partners/persons who need to approve all high priorities ASAP can see them all at one for all clients/groups/specific clients, without seeing any non...

The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...

When matching up charges in an Auto Bank Rec, some of the times the charges are sitting on the Reconciled side but state "No Match". So we have to move those over to the Unreconciled side to be able to match them. If they don't have a match, why w...

Since we mostly review on the Details tab, if there was a number for each line on this tab and we switch to the Invoice tab, we can easily locate the line to make the necessary change.