Currently we rescan the Bank Rec Report and Bank Statement attaching them together. For CNB statements can the Bank Statement and Bank Rec Report be linked together. When a bank rec report is ran it would be helpful to also see the Bank Statement....

you should be able to edit a deposit ticket number to include deposits on another ticket instead of having to delete and re-enter.

When an invoice number is entered (on the Record Deposits page), it would be nice if a secondary window opened showing the invoice's detail so that we can transcribe the desired info into the deposit description.

Are there any plans to make the aging report more detailed/customizable so we can add and remove columns? Currently my clients hate having to open each invoice in order to see what is outstanding. This is time consuming and cumbersome as they invo...

It would be more convenient if we can upload the all the transactions prepare in excel for once instead of needing to go back to the journal and add the intercompany transactions after the uploading, and also to avoid possibility of forgetting to ...

Bank definition audit - want to know who changed bank def, including bank rec training. Should provide old and new values for a date range

The current way to set up FBO and/or intermediary bank for domestic wires is by clicking on "Additional Payment Information." Ideally, it would be best for this information to come up on the Payments page automatically, if the Domestic Wire paymen...

Bank connection with Wells Fargo to be able to send ACH payments through AgilLink.

Have an admin report to confirm if there are any exceptions of clients who are not using the firm settings regarding image requirements (per the new release)

Add the ability to see if CNB credit cards have been entitled on the entitlements page (to confirm that the activity and PDF's of statements are automatically imported into AgilLink).