Need a new report to display all the paid AR invoices within a specified period. Data should include Client, Customer, Invoice #, Original Amount, Paid Amount, Balance, Deposit #, Date

When recording check payments from non-CNB banks (pocket checks that the clients wrote, outside of Agillink), the system currently requires that you select a bank account for each check, so if you're recording a month's worth of payments, you're s...

Currently, the pending transactions and transaction alerts are ALWAYS highlights orange and red. Making it desensitize us to when there are numbers in those alerts, since they are always highlighted red and orange, even at zero. Can these be unhig...

Users should be able to fully take advantage of their larger screens to stretch columns in the Budget Screen. Currently the icon on the bottom right only allows the ability to stretch up or down and not left or right.

It was extremely useful to show the history of what changed on an A/P invoice item. It doesn't appear to show anywhere on the detail screens in AGL.

In Legacy we could click a box next to several deposits and click print and it would print in one pdf. However, in AgilLink we have to print each image and then combine together which is extremely time consuming when you have 25 checks to put in o...

Would be great if we could add an email/emails as we process as wire or ACH so that when released and the system confirms a successful transfer, AgilLink automatically sent a notification that it was processed successfully. Could save time for rea...

It's far to close and you can very easily click Reset Password instead of Sign in if you are moving quickly. It then adds on the extra work to redo the firm code and you have to do the 2nd verification again. Just move it a few inches lower than t...

When searching in Historical Search the user has the option of Historical Report as a category but if they want to search a specific report they need to manually enter it. Said reports should be selectable with specific terms also available.

When user pulls historical search it does not display all options but instead just the top 50 or so. This cuts off seeing all their data or searching for specific info. Please add pages to the bottom of Historical Search.