Currently resetting workflow applies to all created invoices. We would like an option that resets the workflow on created but not yet approved invoices.

Currently when searching for an invoice in the Search page, there is a field that can completed called "Amount." This "Amount" field only pertains to the invoice amount and not the check amount. It would be great to add a "Check Amount." If one ch...

Currently there are 5 columns possible on the Percentage Fee Report. We could use 10 columns. Right now we are exporting to Excel twice, cutting and pasting the 2 reports together to make one report.

An estimated delivery date for bill pay drafts should be added to the status as it was in dfweb,

You should have materials available that highlight the Client experience with AgilLink. Sample Reports, Demo of the Client approval access, etc.

User states that when they approve invoice but need to do research on past invoice in said client the home page does not update to the client they are approving in.

When reviewing/approving invoices, the next invoice should be the next invoice. Instead, it jumps around to an invoice already approved, or to another invoice somewhere else in the list. I think it goes to an invoice that was entered next, rather ...

Add a new option to only add the currency sign on the first line of each section of the financial statement. Currently you can only do first line and totals.

Currently through vendor import you may say that a vendor may be paid via int'l wire, however there are no spaces in the upload file to include the extra info required such as SWIFT and IBAN