User wants the Alternate check name to be sent on electronic payment methods like an ACH. This only works for checks and not ACH transactions.

It would be great that after we manually reconcile outside bank and CNS that we are able to run a manual batch report to print the manual bank rec rather than running and saving it one at a time.

Have report automation run on a scheduled service where reports are run and delivered automatically

It would be helpful for AgilLink to change "book balance" to "ledger balance" to avoid confustion whenever a client needs to run a standard bank reconcilation.

Ability to run a vendor report across all clients showing payments to a specific vendor

Hello, can we please have the option to filter which columns populate in the search function? So for example when searching deposits, I always need to see "transaction description," but I never need to see "document description," which just takes ...

Give the option to run the liquidity by individual client and by client group, this provides a full picture of a portfolios account balances

the file size is 10x from what the mass modes reports in Legacy were generating, which is causing issues when we want to email reports over to clients. please further compress the reports

Right now the approve link there only takes you to invoices. You constantly have to go back to the home page to reach the transfer approval section.

In Legacy you could run a TB that spans Year End by re-opening periods. (There was an option to perform yr close that you could set to no) This TB report is run using levels for Tour Reporting and it is a legacy gap.