Don't know exactly what each role controls, they need to be defined.

Related images and transactions and show amount

It is useful to see incoming funds for all clients each day/throughout the day to quickly monitor cash inflows as well as outflows and can quickly see if expected funds have been received. It is inefficient to have to drill down into each bank acc...

Create a bank transmittal letter to be sent to non CNB banks to make a non CNB transfer through AgilLink a possibility

When entering a new vendor into the vendor field in AgilLink you are asked if you want to set up the vendor at that time. When entering a new payor in the payor line of the record deposits screen, AgilLink just tells you that you need a payor and ...

When searching in "view" in ledger reports, the blue bar is fixed so that it covers whatever you are searching for. You now have to scroll up to see whatever you have searched for.

There should be a next/back button when editing register transactions. Similar to moving through invoices while approving. This should make batch editing easier.

There should be a print button when viewing the check register. The button should auto-format the page to print a clean copy of the report.

you cannot delete a user who was in workflow for a client that has been transferred. You should be allowed to do so.

We would like to create a cc def upload feature to streamline on boarding for new clients.