See highlighted attached. You should add the "Ledger Activity" total for the period of the ledger you are running. Otherwise, to get the total, you have to add up month by month manually. This was a great feature in DFX, especially when calculatin...

Global BM would like a split all documents feature when scanning in deposits to process. Instead of splitting the batch one by one they would like to have it be able to split all at once.

Payments made for one, many or all clients showing client code, client name, date, payee, amount, check/pmt#, payment method, bank acct#, bank name, user making payment (with filter for payment method)

In Legacy you were able to update the date on an old substitution without having to pick all the options over again. Greg from AGS would like the ability to do that in AgilLink after a delegation gets created for the first time. Having the ability...

Add the check box to search legacy imaging in the expanded search window when entering transactions as well as in the document search choice

Add the cash flow report as an option to multi client reporting. Running a combined cash flow report on multi entities simultaneously will create efficiency. Currently, we have to manually create side by side cash flow reports

When doing a global search for images and transactions, column headers scroll off the page.

With technology moving as fast as it is, we now have the capability of using our phones to deposit checks. Can AgilLink create something where we can scan the checks then upload and send the image to the bank (CNB) to be deposited?

Currently can only sort by specific client. Would be nice to be able to sort by client group as well

Would allow you to change the bank associated with a deposit or payment to an incorrect account without having to delete and reprocess the transaction