This would negate the need to delete a note and reenter it if the "internal" box wasn't checked before adding the note. This was a capability in Imaging but isn't in AgilLink.

Add a Client Group column to the Transaction Count reports under Admin Reports. This will allow firms to sort the data by client family.

On the Clients page, throw an error if an admin tries to inactivate a client still in workflow (or a workflow template).

Add inactive clients and inactive users filters to Transaction Count Admin Reports. Firms need to be able to see historical details for clients & users that are no longer active.

Sometimes checks get accidently scanned in twice and having a warning that the check number has already been used would help stop the user from entering the second scan into the system. I wouldn't want it to stop the deposit process completely as ...

Partners/Execs typically do not use To Enter, Rejected Inboxes. Add a toggle feature so they can quickly collapse/expand all tasks on the home page

Staring at a white background screen for 8 hours straight borders on inhumane. Datafaction defaults to a dark background for a reason.

Users would like the ability to partially release items just like they can partially approve. This would allow the item to be fully approved through the workflow and then paid as they like.

The only images for deposits that come into the “To Enter – Deposits” box are the following: Images that are uploaded by your users to associate with a deposit Incoming ACH images (the image is generated by the bank) Incoming Wire images (th...

If you go to Banking> Reconcile - Auto, enter the date, clients, and search you see the different accounts tied to said clients. If you go into the bank rec for an account, make edits, and want to return to the account list you have to re-run t...