We need an option to accommodate the scenario: from 0 - 30K Mary's signature prints. Greater than 30K John's signature print. This is irrespective to who approves.

On the multiple document upload screen if there is a way to enable me to drop documents into the "existing batch" list from the saved drive rather than using browse and upload buttons. This would prevent me from having the extra step of uploading ...

Get following error when trying to delete template clients (unused and not tied to any natural client). Also, takes in excess of 3 minutes prior to error coming back. Should delete very quickly

The dollar amount that prints in numbers on the check face should be in Arial 12 Bold so that it is easier to read. This is the way it printed in DFX

When running a report (balance sheet, income statement, etc.) in AgilLink, the tab that opens should read the name of the client and report name. For example, Andre's Demo Client/Income statement. Currently, the tab that opens is generic and reads...

If you cannot just delete the bank account from the system, at least give an error in the extraction utility.

We get an error that something is invalid on a bank account that is inactive and can only be seen using system,client_xxx,bank-def,bank-def and must be deleted manually (ie, not in the screen).

We find invalid states (VI is a common example) listed here

We find codes entered manually somehow that are not listed on DO i099 BOXES.