Should be able to view the Activity Report from the firm's start date with entitlements. Currently, if you have an changes & need to move the bank profile to another client code or you forget to check the Activity Report box, your viewing only...

Add under the Baking tab the Activity Report. Currently the only way to view this is to go to the home page & click on the blue Current Balance number. Would be more efficient to have it under the banking tab.

In legacy, a firm could run a search on cleared check images. We can either add a column in the payments category to view/click on check images or create a new category for them (like what we had in Legacy)

STOPS US FROM PROCESSING EFFICIENTLY

Firms with multiple locations require the ability to define multiple addresses. Then, during bank account setup they could choose the desired address so that checks printed will have the correct return address. (See also this same Idea for client ...

There are two scenarios for APs on AgilLink in case of accrual basis. The entered invoice are shown on company’s Balance Sheet, the aging report can be run properly and these invoices are sitting in Pending box. This scenario is perfect when compa...

On the Status Page for e-payments such as ACH/WIRES, add a column to show Vendor Name/Vendor ID

In Legacy, once a workflow substitution rule expired, Datafaction would send out a workflow substitution report to the Approver that shows the client(s)/invoices that were approved on their behalf. Add this report to AgilLink as Partners will want...

In legacy, a report in imaging called the "scanned cash receipts report" existed which allowed firms to see unassociated/associated deposit images. This allowed firms to audit whether deposits images that were uploaded were actually entered into D...

In Legacy, repetitives generated with invoice numbers that matched the invoice date. Give firms the ability to match this functionality from legacy.