Currently there is no umask password option on the AgilLink login screen. Having this feature will help users verify the password they're inputting is correct.

When submitting a new transaction, AgilLink provides a success banner with the transaction ID. it would save time if the banner contained a hyperlink to the transaction to pull it back up vs. having to enter it manually

The Home page is showing balances of an account that is closed at CNB and has an Inactivated status in AgilLink

Count of Transactions by Client/Group for a date range (e.g., total checks, deposits, journals, etc.) Count of Transactions by User for a date range (showing which clients were worked on and totals of checks, deposits, journals, etc.)

Have an admin report available to run across all (or specific) clients across the firm to see what recurring's failed to generate for a specific time, as well as what the reason was. This is so that the firm can audit and be assured that all recur...

Add a column to invoice register open AP report to show/sort invoices by payment bank

Instead of needing to create a client list, have the ability to run Report Automation by a single client or multiple clients. Sometimes Report Automation is being used for a single client for many reports, and creating a list seems unnecessary.

RA is limited to only allow one schedule per template. You can add the saved reports on the first set-up page but will only allow one schedule per template on the next page.

This would save a lot of time with recording bank rec activity, when a transaction needs to be split between different codes (including handling due to/due froms via intercompany journal)

Should the client have a sweep checking account, it's currently very difficult to see sweep account balance vs the actual balance in the account. Having a separate line item to show the sweep account balance vs actual balance will be very helpful.