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

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...

The "current balance" column for active FRB/JPM accounts cause confusion to clients as this balance is the last day of Agillink banking integration. It would be helpful to instead have this balance mirror the 'ledger balance' for these FRB/JPM acc...

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...

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...

currently the cf report has the option to have the description field of a deposit flow to the cf report or the full gl coding. i need for there to be the option of selecting only one or any desired number of the gl coding used for a deposit to flo...

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...

Could we separate the notifications for Review, Approve & Release for internal users? I am listed on all three and I would get a LOT of emails. I actually turned it back off because I got so many. I would like to only get one category.

In legacy, the "aux description" field in the enter chart screen was used to populate the full bank account number so that it would print on the Cash-Inq report. Add this option by utilizing the "addtnl description" field in AgilLink (see attached).

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