I understand with AgilLink, this task was pushed to the client side but the software is difficult to manipulate with what should be fairly straightforward. For example, I have been wrestling with one client signature for an hour to try and get it ...

summary or detail GL coding for credit cards should be a firm level option.

Deposit Ticket check box should be in red or a larger font. It looks like most people want it checked by default but most cases we're just recording and not send it to the bank.

Update repetitive to follow business workweek vs. 7 days a week. Definitions currently don't take into account weekends or holidays. This is an option in Business Suite

Rounding accounts are no longer required with real time rates, why do we still require this on new int wire requests?

You should have materials available that highlight the Client experience with AgilLink. Sample Reports, Demo of the Client approval access, etc.

When setting up a new bank def, "Check" and "Automatic Debit" are prechecked. Can "ATM/POS" and "Online Payment" also be prechecked as a default? I do not understand why they are not. Thanks,

Currently there are 5 columns possible on the Percentage Fee Report. We could use 10 columns. Right now we are exporting to Excel twice, cutting and pasting the 2 reports together to make one report.

Add a new option to only add the currency sign on the first line of each section of the financial statement. Currently you can only do first line and totals.

Currently through vendor import you may say that a vendor may be paid via int'l wire, however there are no spaces in the upload file to include the extra info required such as SWIFT and IBAN