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 ...

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

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

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.

Too many clicks involved in replacing image for recurring invoice. Would like the new image to display the whole time during replacement, not go away then come back.

When enabled at the user level, AgilLink Online Banking Notifications can currently send out banking alerts to users for anything that is "Action Required," which include EASI transactions that fail, are pending or rejected. With regards to the ne...

Add transaction drill down link to the related image section.

In all inboxes, clearly show whether or not an invoice has a comment. Often an external approver (client) will add a comment which is very important to know prior to payment. Currently you have to go into each and every invoice to see if there is ...

it is helpful to see the most recent data first rather than seeing old data then having to click the data to fix the descending view. Ie. reviewing AP, you want to see most recent paid items vs old ones first. In deposits, you want to see the most...