When a firm moves to a new location, the address must be changed on most if not all clients. Provide an option where you could change the address on all clients or on multiple clients (perhaps selected from a list.)

When changing internal procedures and we do not want employees to no longer upload to e a specific category but still have access to it for viewing purposes only. Or when a client comes on board from a firm that used AgiLink, we would not use the ...

Run reports in View output without showing summary accounts

The invoice template does not have a professional look. It needs to be redesigned.

When doing GL review, different people have to see the same record multiple times. The lock prevents a back and forth discussion and review of GL items.

When in the RECORD DEPOSITS screen, if you are depositing several items on a previous date, and put that date in, it keeps changing to todays date instead of holding the date you enter. This has been happening since the last update. Is there a way...

External approvers should be able to see the workflow of who entered invoices, who approved before them, etc, so they are comfortable that nothing was overridden. This was a functionality available in Datafaction legacy.

Provide the Fed Ref # in AgilLink for all processed CNB wire transactions. Vendors request this number to track their payments, and the users currently need to contact their RM for CNB customer service for this information.

Provide a way for the administrator to see the total number of internal & external users they have licensed, how many of each are currently active and a tally of the remaining unused licenses of each type they have. Possible ways to do this ar...

I have access to all the clients because I'm an admin but I only work on a few of clients. Agilink needs to mirror the workflow email notifications like Datafaction where you only get the emails if you are an approver on the client. Right now I ge...