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.

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

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 ...

When exporting the cash flow report (description on separate column) to Excel, the description line is not aligned with the payee or net amount line. I need to manually fix each entry before being able to send this report out to clients

When I export a report like the invoice register to excel and try to print, I have to redo the margins each time to ensure it prints properly. The left margin is always set to .25 and the right is set to 0

The tab feature would be helpful when going through invoices to pay. Currently the tab goes to the invoice number and the date but bypasses the check box. It would be helpful to tab to the box, and push the space bar to select/deselect the invoice...

Add the full address to the active/inactive report, to be able to run by the location that handles clients including address updates

Add an option to drill down on the open balance for a customer. Should be able to click on open balance under the customer definition page to see the details of what makes up the balance without having to run an aging