Currently, when I create a new image category (System Admin > Manage Categories) and select a Data Type other than "String", I still have the option to pick "List" from Field Type, but then I receive an error that I actually can't pick "List". ...

If I am setting up an investment bank account in AgilLink, I don't have an routing number or a last check number. These should not be required fields, so I don't have to input fake data to submit the screen.

Helps customers sort through their report for a specific period

Create a webinar or tutorial with differences between DFX and AgilLink

This feedback came from Daniel at site 10052. He doesn't want to download the template.

This feedback came from Andrea at site 10053 (AgilLink). If books are closed to June 2018 and you are pulling Sept statement, you have to select future date. Even though it's not really a future date. Why not just have the option to enter date. S...

Client would like the list to be based on grouping and would like to have the ability to filter group on the home page. EK - right now, the group with the smallest list always pops at the top (on the homepage). This may relate to the UX revamp in ...

Current Vendor Detail History report shows only the General Ledger information which only includes amounts. The user would like to have the option to also have the transaction details show on the same report to be able to print this report and pre...

As a system administrator, sometimes I am not sure what effective permissions a user has, either to functions or to clients. I would like to be able to impersonate their user and click around as them, so I can see exactly what levels of access the...

If a client turns on the activity report on a Bank definition after an Incoming ACH/Wire ariived, they would like the option to regenerate an image of that incoming transaction from Agillink.