Approval screen when on the Approve Invoices screen the ability to group by user was an option on the old imaging not in AgilLink.

When copy/pasting a client's approval of an invoice, the original format (paragraph, spacing) should be maintained (see before/after attached)

Can you please make it a user setting to allow/not allow auto advancing. Seems like the assumption is that I will sit and enter until there is nothing left to enter, and that's just not how we work in the real world. It's not a good user experienc...

Currently, users may send a link to specific workflow items that need to be approved. Users should also have the ability to email a link which will take the recipient to the entire "To Approve" box

If there could be a way for the system to distinguish between a set check vs. document/report printer, that would be very helpful, so that users do not accidentally print reports to check printers. Currently, they have to always be aware of what p...

Allow quick approval for transfer.

When users login via the mobile app the system does not record their login. In the user logs it only shows last login for the site and not the app.

The Commissions Report type "All Deposits - Memo Only" was an option for this report in DFX, but was not moved over to AgilLink. This option is very helpful in that you can see all the deposits for the desired date range which helps ensure that no...

If you search for a certain person or two people it doesn't bring them up at the same time

I find myself having to run this cash liquidity report for it to give me adjusted balances with open invoices but not physically see what is opened. I can't click on it to see it. This should be a feature added to this report to avoid me having to...