Submitting idea on behalf of Gelfand, Rennert & Feldman, LLC, site code: 10131. Currently there's no "To Complete" option listed on the dropdown menu of the "Tasks" bar on the AgilLink homepage (attached screenshot for your reference). They wo...

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...

Staring at a white background screen for 8 hours straight borders on inhumane. Datafaction defaults to a dark background for a reason.

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 form...

The Detailed Vendor Report shows the GL coding, but not the GL Descriptions. This would save time from having to go into each invoice and copy this information when requested. If a new output choice could be added to Vendor Reporting, this would g...

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.

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...

When searching custom categories in Historical Search, the main description field is not displayed. That means you must open each document in the search to know what it is.

When searching in Historical Search the user has the option of Historical Report as a category but if they want to search a specific report they need to manually enter it. Said reports should be selectable with specific terms also available.

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.