In AgilLink, when checks print without a signature when a signature is available, users often have questions as to why. Currently, there is effectively only one reason: "Rejected by user", which indicates that the "Print Laser Signature" option is...

When recording net payroll direct deposit into two different bank accounts, the system will not allow you to record the amounts deposited in both bank accounts as shown on the attachment. You have to record the amount deposited in one of the acco...

Does not allow user to run report and chose “sort by due date” only. Once you run the report in View – you get the list below but when you chose the Due date sort it still is out of order. It looks like it is trying to sort by vendor & vendor ...

Give users the ability to filter invoices in the pending inbox by Workflow Type:(Review/Approve/Release). See Attached email

When adding 'choices' to a considerably long list, those choices appear at the bottom. In order to alphabetize you're required to move the newly added option to its alpabetical position one spot at a time.

CNI balances not showing up on Mondays

I have heard from users that when they are in the To Approve inbox or To Enter Inbox they are unsure what clients have transactions to deal with so filtering the boxes is not as useful. With a Collapse all button they would be able to view each cl...

One client in particular will put off approving invoices for quite a long time. They don't reject, but place invoices on "hold" and add notes. In order to reply to the questions in a more timely manner - therefore, getting these invoices approve, ...

Currently there is no way to edit the date of a journal while in the bank reconciliation window. This makes it hard to reconcile the bank account if the transaction that corresponds to the journal happened in the prior period to the bank transacti...

Just more efficent and timesaving