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...

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...

Saved Liquidity Report shows a combined client list on one page with a grand total. When using the saved report in RA the liquidity report runs a separate liquidity report for each entity.

I'd like to suggest an additional function to the AGL Credit Card workflow - ability to select multiple line items for simultaneous coding. OR.. the "Machine Learning" function to also apply to "Split" line items. Only non-split line items seem to...

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.

Currently email notifications with balance thresholds send emalis for electronic debits and credits. We only need to know when ach/wire deposits are made over a certain dollar amount. We don't need to know about ach/wires that we send. Also with E...

Currently external users can only approve international wires on the mobile app. This should also work for the AgilLink website, for users who do not choose to utilize the app. It is incredibly inconvenient to have to switch between the browser an...

Regarding the Vendor Audit Report, I don’t believe that it accounts for any information changed in the Epay details (bank/routing number). Users would like to be able to run a report to see when any changes were made to any of the vendor’s details...

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...

Option to turn off page numbers when running financial statements