On the enter Invoices, record deposits, record payments screens, one should have the ability to stay on that screen and switch between different clients, but once a client is selected, keep the search button (+/-) available to populate the uploade...

The Invoice History by Client defaults to a single month, the default should be 12 months worth of data. The report should also sort by Client Name

If a note has been entered for an invoice (or any transaction), auto expand the notes section in the details window so the approver doesn't have to expand (see attached)

On the deposits report, when using Levels, it only shows the Level ID, and not the description. This does not help, as we would need to know what each Level's description is, to ensure that they were coded properly. It would be great to at least h...

Ability to look up a client by code or client name in any field where a client can be selected

This was a feature of legacy imaging that would be helpful to have in AgilLink to enable our firm to completely move away from CNB Business Suite to AgilLink.

Under Admin/Clients/Group there is no search function to generate a list of groups

Currently when you delete a page from a doc on the Categorize Documents page, AG takes you back to the list of items To Complete. I believe the screen should stay on the document you already have open so you can continue working on it.

After 4/3 of this year, any transaction in the check register changes the opening balance of check register.

In Legacy, when we rejected an invoice in the comments, staff will make corrections and the notes and history of coding used to stay. I used to be able to see why I rejected an item and how it looked in my "To approve" screen. Now after approving ...