After the statement image replaces the incoming ACH backup from the bank, we would like for that ACH backup page to remain as a related document This ensures that they have proof of when the monies came into the bank

The check date is not an option to run in this report, as only the invoice date currently shows. The Payment Register does have the check date as an option.

In Legacy, you could run a "wildcard" GL search, and save the report. Example - Searching any for brokerage GL accounts ending in 1003 = "*1003" for all GL accounts ending in those numbers, in order to reconcile the account(s)

Instead of having EFT’s be lumped into regular deposits, can they be isolated/a workflow rule be put into place by source? This way, the user viewing can isolate actual deposits vs. EFT's

After a signature has been uploaded, it would be great to be able to print a test check directly from that screen.

Provide a way for the administrator to see the total number of internal & external users they have licensed, how many of each are currently active and a tally of the remaining unused licenses of each type they have. Possible ways to do this ar...

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 ...

I have access to all the clients because I'm an admin but I only work on a few of clients. Agilink needs to mirror the workflow email notifications like Datafaction where you only get the emails if you are an approver on the client. Right now I ge...

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...