this is important information when auditing the accounts. Users will then know who completed the reconciliation and on what date/time.

Ability to run a report with a list of credit cards defined for a client. Similar to the "Credit Card Listing" report from DF Legacy.

When entering several invoices in a row, it is easy to miss a high priority note since it is on the "details" tab instead of the invoice tab. High priority notes should be saved with or next to the comments.

It would be great that after we manually reconcile outside bank and CNS that we are able to run a manual batch report to print the manual bank rec rather than running and saving it one at a time.

There should be a button (when you run a commission report for commissions prepared as memos) that creates an invoice automatically for the commission memos so you don't have to download the pdf and re-upload it.

It would be helpful if we could see time scanned in the inbox instead of just the date.

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...

For example, if you search Deposits for a calendar month period to review them and start at the top of the list, there's no way to get to the next one without entirely closing out and it's difficult to not lose your place.

Option to turn off page numbers when running financial statements

We would like to find an easier way to download/save CNB Statements from Agillink to our H drive efficiently. Right now, we must click on each image, click download, rename the file to “CNB – xxxx” and then save individually. For clients that have...