There is a refresh button at the top of the ledger report which is very helpful.

The ability to request additional user licenses through a global admin screen. A signature would be on file; a notification would be sent to finance, and then the license would automatically be added to the site code. This way, there is no waiting...

Have an upload available to create clients groups in AgilLink. This will save a lot of time during the fresh setup implementations.

It's useful to have certain administrative controls linked to the "to complete" functions. At a minimum, useful to control the alerts for this phase of document life cycle separately from the "to enter" or "to review" etc

We had an international wire go through the entire workflow for with 2 approvers and 1 releaser all approving after the cut-off time. It would be nice if the approval/release process was not possible if there is no way the wire was going out. How ...

Since it is possible for transactions to be entered without images, based on settings, it would also be useful to have search criteria (check box) for limiting results to only those items without images associated. In particular, journals but also...

When you try to delete deposits, it becomes a tricky situation if you have another window open with Agilink running on the same account. If this is the case, then the "delete" function will not work. It will continue to not work, even if you refre...

It seems like different fields will update right away but some do not. He does realize that there is a pop up that gives instructions to close and re-open invoice when changes are made to vendor but doesn't want to do that.

There are times that a $0 invoice needs to be entered. Legacy allowed this but I cannot approve a $0 invoice in Agillink.

Provide the ability to hide the new Accrued Balance column on the AR Aging report. We provide this report to clients to see what is past due and reach out to the individual customers