Saves time to be able to check off multiple payment methods at once, instead of going in one by one to establish the workflow (example - in To Release, per template or client), to check off all electronic payment methods, instead of having to choo...

Ability to run a report with a list of credit cards defined for a client. Similar to the "Credit Card Listing" report from DF Legacy.

It would be great that after we manually reconcile outside bank and CNS that we are able to run a manual batch report to print the manual bank rec rather than running and saving it one at a time.

There should be a button (when you run a commission report for commissions prepared as memos) that creates an invoice automatically for the commission memos so you don't have to download the pdf and re-upload it.

For example, if you search Deposits for a calendar month period to review them and start at the top of the list, there's no way to get to the next one without entirely closing out and it's difficult to not lose your place.

Option to turn off page numbers when running financial statements

We would like to find an easier way to download/save CNB Statements from Agillink to our H drive efficiently. Right now, we must click on each image, click download, rename the file to “CNB – xxxx” and then save individually. For clients that have...

Would allow for changes to a client's Y/E to facilitate printing accurate reporting for a given period outside of the client's normal reporting year. E.g. Printing reports on a calendar year for clients with a Fiscal Y/E. Would be highly useful fo...

Hello, can we please have the option to filter which columns populate in the search function? So for example when searching deposits, I always need to see "transaction description," but I never need to see "document description," which just takes ...

Paying a vendor with ARD setup does not create a deposit when using payment method check.