Examples - STD will display curr period and ytd with rations CUR-YTD - Current and Year to date This will inform the user what will be on the report

Prepare a check register that can be run for one, selected or all clients for a date range, which shows client#, client name, date, check#, payee, bank acct#, bankID, check amount, user who made payment and payment method (ach, wire, draft, epay, ...

The ability to run delegation reports to show when a partner/signor was subbed, and what invoices were approved on their behalf. Additionally, to be able to run the report with choosing multiple approvers.

Feature change to the Cash Flow report to allow grouping by GL code subcategory. Please see attached.

Most specifically on the Upload Images page. but probably a lot of other pages as well.

Allowing payors and payor detail to be imported in one file like vendor lists would save set up time for clients with numerous payors that would otherwise have to be manually entered.

The memo date filed was is used to record the actual check date if the user is entering a payment with a check date for a month that was already reconciled (bank rec) and GL closed. i.e. - June has been reconciled, a payment will be recorded with ...

On Legacy GL accounts on a client with "soundex internal desciption", the conversion process should migrate this field to AgilLink "Search Term" field in Define Chart (see attached)

In legacy, two laser signatures were allowed to print on a check and it only required one approver. In AgilLink the behavior is different: only one approver per laser signature is allowed. The clients for the trial period do require 2 laser signat...

There should be a print button when viewing the check register. The button should auto-format the page to print a clean copy of the report.