Users would like to have the option to have cover letters generate according to what template each client was tied to. This is due to different wording that is used depending on the type of entity. Example – Clients that are on the individual temp...

I think it would be extremely beneficial to add the option to attach the signature cards and power of attorney to the new bank account setup as supporting documents. For compliance purposes, the team would be able to easily refer to the appropriat...

Vendors should be optional for training rules. I should be able to enter a payee instead of a vendor, so that I wouldn't need to create Vendors for every minor charge.

It would be great if we could replace images without having to resubmit the commissions. Unfortunately, when we resubmit the deposit, it resets the commission breakdown to the default definition, meaning we have to redo the commission breakdown ev...

Ability to upload into multiple categories while uploading image.

Because when you finish setting something up you naturally end on the right side of the page and automatically want to hit the submit button which should naturally be beneath where you finish. However, the reset button is there and the submit is o...

Add 15 or 30 minute intervals for workflow delegations, instead of the current 1-hour delegation

In discussing with our accountants and compliance, it would be helpful to add a field to the bank definition for general comments or to add a copy of the signature card or POA. It would be helpful to be able to add comments/notes about the account...

Currently if a payable is rejected, some type of change must be made to the coding, vendor, etc in order for AgilLink to kick it back into the approval process. Changes to the payable including adding backup and adding a detailed description are n...

When an e-deposit is completed it should trigger an incoming deposit notification in agillink with images of the checks that were deposited.