helpful if they need to upldate/remove all client specific workflow rules

it would be useful to be able to add date tokens for the income statement headings so that it shows the number of months included in the YTD column as well as the period end date for the current period column.

While viewing invoices on the pending page, the only way you know if one is on hold is to drill-down one-by-one. Seeing the "H" icon on the initial pending page (like the approval page does) would be very helpful.

Add an asterisk to custom categories to distinguish between default vs. custom categories

I like to have my signature large and prominent on my checks. When I try to print my signature it is below the signature line. Adjusting the signature positioning doesn't allow me to move signature high enough for it to print on the line. The only...

The current workflow substitution is of no use what so ever. All of us that approve are admin and we cannot sub one for another as the system does not allow it. We have to change the rule and reapprove all things that have been approved.

AgilLink needs a report that shows what are the "effective" workflow rules on a given client. With the variety of workflow types, it is difficult for clients to understand exactly what rule is causing their workflow to behave in a certain way. An ...

When running a financial report (Income Statement, etc.) to view, the detail transactions have a link to drill down. When the client drills down a window comes up that says, "Show transactions". Clients feel that this is redundant since they are a...

Instead of support techs emailing the ideas link to the firms, add the link to AgilLink main page