RELATED IDEAS
ADD UPLOAD TO VENDOR INFO FOR BANKING & CURRENT W9
QBO has a section of the vendor profile screen to upload a W9. Would be helpful in AGL to upload additional information to a vendor's profile screen, rather than relating extra documents to a single invoice. Not exclusive to ACH Authorization forms, supporting bank documentation, appropriate taxpayer forms, etc.
To have documents related to the vendor in the vendor profile would be fantastic. It would save a lot of time going to other systems to search for what you need.
I strongly advocate for the ability to save both notes and supporting documents within the Vendor profile in AgilLink. This feature is not just a convenience—it is essential for financial accuracy, compliance, and fraud prevention.
Currently, critical vendor-related information, such as W-9s, banking details, and compliance notes, is often stored externally or within disconnected systems. This fragmentation increases the risk of errors, inefficiencies, and security vulnerabilities. By enabling users to attach both notes and essential documents (e.g., W-9s, banking verification, compliance documentation) directly to a vendor’s profile, AgilLink would enhance audit readiness, streamline 1099 reporting, and significantly reduce the risk of miscommunication or fraud.
This enhancement aligns with industry best practices in financial controls and vendor management. It would empower finance teams to operate more efficiently, ensure regulatory compliance, and strengthen internal controls. Implementing this feature would be a meaningful step toward helping users work smarter, not harder.
I strongly urge AgilLink to prioritize this request, as it addresses a critical need for organizations relying on the platform for secure and efficient vendor management.