When trying to approve a bill and there is no client code set in the page, use the client code from the bill that is being approved. We do this when trying to enter an invoice and no client code is set.

If you go through and pick the security questions first then start writing in the answers if you tab from the confirmation answer from the first question it resets your already selected question for question #2.

Create a report where I can see all the AR invoices that have been printed by customer

In AgilLink you are limited to only applying a 6 month Stop Pay. If you need to extend past 6 months, you would have to contact CNB. But when CNB does apply the extended Stop Pay, this is not reflected in the Stop Pay Report in AgilLink.

In the legacy system – imaging you could click on the History Chart (within the bill pay) and once the chart was displayed you could click on a previous month and it would take you to the detail. The new system does not do this… can this be incorp...

When attempting to run a liquidity report using the up arrow to add dates for the report no longer works. Kacey stated that it was working up until a couple weeks ago.

When approving on a mobile device, the client is forced to approve an Int'l wire before checks. If not, the checks previously approved, will void out.

User's are unable to see certain bank activity items in the Auto BR screen because they are automatically matched in other periods. For example, a bank transaction in 1/2020 that matched with a payemtn booked on 2/2020. These items should be left ...

When paying and printing checks, to have the option to sort and print checks in alphabetical order. This is useful when printing certain reports or submitting a PDF document of checks printed for clients to review.

When running the payment register report, if a detailed description is present in the GL coding the GL name does not print. It should print both.