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

sometimes you only have part of the number or you may use the same number for commissions, you can then search for all of the SX0225 commission payments whether it's SX0225gary or SX0225neil.

Our Complance Team, asked to receive a listing of custodied bank accounts grouped by unique entity including their bank balances, number of accounts, and region of business. I was able to run the admin report "Bank Account Listing" to obtain the i...

On invoice details screen - the review steps are part of the full approval steps. This is confusing to users can Review be separated as it was in Imaging or at the very least relabeled as review.

Saves time to be able to check off multiple payment methods at once, instead of going in one by one to establish the workflow (example - in To Release, per template or client), to check off all electronic payment methods, instead of having to choo...

In the bank id, vendor id, or any id used in the system should not allow spaces to be inputted.

Add additional Sort By option to sort the report by GL number

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...

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.

The current compilation and eFile generated by AgilLink is an all or nothing making it so that all 1099 forms are included in the file even though each form has a different due date. This forces us to efile all forms before the actual due date