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 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.

Include Summary account titles in Detail reports without giving a total. Include the summary account name and all the details below it, so that you can see what it rolls up to.

this is a useful cause currently if Easi has a rejected / cancelled alert, the transaction in Agillink will still reflect as paid which is accurate. It would be helpful if Agillink can update the invoice so it is identified as rejected or cancelled.

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 ...

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...

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?