To review the journalized coding of the credit card since there is no option to run a journal report for credit cards only and everything comes into the report if you search by journal entries. Legacy report DO CC RPT-IMPT.

When doing GL review, different people have to see the same record multiple times. The lock prevents a back and forth discussion and review of GL items.

When in the RECORD DEPOSITS screen, if you are depositing several items on a previous date, and put that date in, it keeps changing to todays date instead of holding the date you enter. This has been happening since the last update. Is there a way...

Provide the Fed Ref # in AgilLink for all processed CNB wire transactions. Vendors request this number to track their payments, and the users currently need to contact their RM for CNB customer service for this information.

Mass cash flow reports like we used to run them in DF. Basically how we have the "Reconcile - Auto Reports" and we can add as many clients on it but for cash flows

When debit card activity is imported the cashflow report only generates the GL description for each line item, but does not provide an option to generate the vendor description for each line item.

We need the ability to replace images on paid invoices. Not sure why it was removed. Especially if we are post dating checks or processing recurring invoices with an old image due to the fact that we have not received the current statements yet. I...

It would be insanely useful to be able to filter which line items need to have bank accounts updated since some don't see to automatically take to some of the client's new bank despite being an option in the dropdown. Similar to how when a GL line...

When approving invoices, you have the option to notify someone when holding or rejecting an invoice, but not if you are approving. This would be handy (and was available in Imaging) to let a partner or someone know you have approved, remind a book...

In the old Datafaction we were able to export general ledger data into .xls format and into .csv format. The .csv format export option does not seem to be available in agillink. this is an extremely important report to have as the data can be mani...