We want a weekly deposit report of all activity in only the Management Account so he can track money coming in for his clients. He is not interested in seeing transfers and pocket account activity

There should be an option to opt in for email notifications for positive pay decisions when there are no decisions to be had. Firms could opt in so that when the positive pay file is received and downloaded, firms that do not have any decisions wo...

Need a more broad/ generic search function where I can search all transactions by a GL account for example. I can type GL account 1100-001 and AgilLink will return anything coded to that GL account from a single search screen.

The bank notification for transactions over a set amount includes both incoming and outgoing transactions. This should exclude outgoing transactions or allow for a user to only select incoming ACH, Wires

Change made to any admin task, require a comment stating why.

An audit trail for who created/updated a workflow delegation

Having the ability to select specific users who can access client lists would be incredibly beneficial for running reports and auto bank recs. Currently client lists are only available to the one user who created it or have it globally available t...

AgilLink should auto-assign Customer ID to AR Customer similar to Payor and vendor ID

Should be able to create a Discount Invoice. Example: 10 net 10

The user paying the invoice does not have the ability to determine whether a laser signature is printed, I should be able to determine that during the workflow