Here is an idea Datafaction should consider as feature that will encourage money managers to utilize AgilLink. · Introduce a linked CNB credit card, with cash back, in lieu of a pocket checking account for client petty cash activities. Many...

Users would like to define new levels with Slashes in the name (i.e. Tour - 8/31/2018). The Slash is considered a special character and will not submit.

client would like the capability to view checks & deposits that cleared in that period

Workflow rules are not audited and we often get questions about "why is my workflow doing XYZ". We can only tell them what the workflow was and what it currently is set to, but we need to be able to tell clients WHO changed it and WHEN.

Option to provide different approvers for the different bank accounts for her one client.

Bank definition should not include clearing accounts as it allows for mistakes when setting up bank accounts. Instead the clearing account should be moved to the client level.

Record of last time each type of file was downloaded/processed so we can confirm that everything is processed or identify what files were missed.

When you check the "For the Benefit of" on the additional payment information for vendors, it isn't clear what's transmitted. Instead of labelling the memo line as "Memo", we should change the label to say "Originator to Beneficiary Information". ...

If a user account is accessed from an unusual IP or at an unusual time, an email alert should be sent to the user to reset their password

Mexico uses "CLABE" https://en.wikipedia.org/wiki/CLABE#cite_note-clabeabm-1 and AgilLink should have a method to help the user formulate the proper account number if trying to pay a Mexico Vendor via International Wire.