It would be helpful and more efficient for us to be able to view monthly trial balance activity as opposed to year-to-date activity. If we only wanted to see April activity on the trial balance instead of January through April, it would be useful....

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.

A recurring invoice should not be allowed to move past “To Review," if it was set up to require that the amount needs to be changed, as it is always different. This would ensure that a recurring that was set up for $1 is not accidentally approved ...

If they were not able to process the international wire the same day. They would like to be able to edit the existing international wire with the correct dates and resubmit. Currently they have to delete the invoice and generate a whole new invoic...

Regarding International Wire rejection - because these are sensitive, can it be programed to separate International wires Rejected Notification under the "Tasks & Reminders" This would stand out from just the invoices, & the users will see...

When running a financial statement or a liquidity report, there is no reason to have to select the template. Each client only has one template, so the software should detect it automatically.

Can a search be generated for just payments by vendor/payer (outside of invoices that were sent through workflow)? This would help to, for example, search for payments made to a specific vendor via debit card/pocket checks

Business Suite currently sends out pre-notes for ACH’s to verify bank accounts, before an ACH can be generated. Can this be added to AgilLink, to confirm the bank accounts are correct, prior to being able to process an invoice?

If an invoice is placed on hold along the approval process, can an email be generated to the previous approvers/reviewers, to alert them? This can be an option for the person who places the invoice on hold, to check off that those persons can be a...

Can there be a user role added to be able to do quick approvals on repetitives/reoccurring’s only? This would be very beneficial for approvers, especially if the amounts never change (example: support payments, mortgages/rents, etc.).