When you are in the To Enter Invoices inbox and you submit an invoice it removes that item from the to enter inbox. If you were to then hit the previous button it would not take you back to the invoice you just submitted. In legacy you are able to...

If we setup a user role without he ability to pay invoices they should not be able to see the To Pay inbox. In general the boxes should not appear at all if the user can take no action on the items within.

Example: If backup was scanned in before a copy of a check, and the the user wishes for the check to be shown first, they could switch up the order of the pages within a particular document.

In AgilLink blank checks and computer checks should have a different set of check numbers as they do in the other Datafaction systems

Demonstrated in Define Vendors. When a user "tabs" over from zip code box and is selecting the country by typing the first letter, in the country selection box, pressing "U" to first instance of "United State" the actual selection is not United St...

Firms commonly ask if they can allow multiple optional approvers, as long as they don't approve their own items. Example: "I would like to grant Step 2 Approval to Yana & Christina, provided there is a way to keep them from approving (the few)...

Add "wizards" for creating bills, workflow, clients, and other tasks that require users to visit multiple screens. The more screens and pages that a user must visit, the more complicated the setup is perceived. Complicated setup reduces ease of us...

"VID" / VENDOR ID column in the to APPROVE INVOICES inbox.

Time keeping capabilities in Agilink to track hours worked, PTO, vacation and etc.

Users would like the option to save or auto fill dates in the Reconcile - Auto screen when selecting All Clients or Enter clients from the drop down. This would save time when reconciling the same month on multiple clients (i.e. Reconciling Octobe...