Examples - STD will display curr period and ytd with rations CUR-YTD - Current and Year to date This will inform the user what will be on the report

Gap from Legacy in that before if you entered a transaction amount that had no cents you did not need to enter a decimal you could just enter 123 and the system would know it was $123.00. This is another gap from Legacy that they have run into tha...

Right now all screens in AgilLink populate the current date when entering a transaction but in Legacy if you changed the date to a different date it would retain that date for the next transaction. It takes them a lot of time to change the date fo...

Keeping the same name of this process between Legacy and AgilLink will avoid confusion

Uploading charts is an error-heavy, multiple attempts process. As such, the upload status window gets filled with hundreds (if not thousands) of superfluous errors which add no value. A checkbox to suppress just the "account already exists" errors...

The ability to segregate specific administrator roles, to put system controls in place. Example - Creating an administrator roll who can only create new users, but not have access to clients or workflow, or gain access to give themselves other adm...

See a list of all of our client accounts, their account numbers, and their current balances.

Prepare a check register that can be run for one, selected or all clients for a date range, which shows client#, client name, date, check#, payee, bank acct#, bankID, check amount, user who made payment and payment method (ach, wire, draft, epay, ...