You should be able to inactivate a user with a future date. If I know an employee is going to be leaving my firm I should be able to prepare for that by going in and placing a future inactive date on that user.

When trying to approve a bill and there is no client code set in the page, use the client code from the bill that is being approved. We do this when trying to enter an invoice and no client code is set.

If you go through and pick the security questions first then start writing in the answers if you tab from the confirmation answer from the first question it resets your already selected question for question #2.

Create a report where I can see all the AR invoices that have been printed by customer

In AgilLink you are limited to only applying a 6 month Stop Pay. If you need to extend past 6 months, you would have to contact CNB. But when CNB does apply the extended Stop Pay, this is not reflected in the Stop Pay Report in AgilLink.

Remove the requirement for Pay Only from bank from vendors when setting up Bill Pay. DFX and Datafaction don't have this requirement. The payment method should be validated when entering an invoice and specifying the bank.

As an AP approver when I change an invoice and submit, the invoice goes back to the "To Approve" in box vs. just showing me the corrected invoice so I can verify the change and approve. Why the extra steps and click ?

I scan the bills into Invoices and note the vendor and due date for the manager who enters them. sometime I receive duplicate bills via email so I look to make sure I have not already scanned it to Enter Invoices but there are many bills waiting t...

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Create a bank transmittal letter to be sent to non CNB banks to make a non CNB transfer through AgilLink a possibility