Currently the deposit report can be sorted by most columns except for payee. It would be super helpful to be able to sort deposits by name so we can quickly see history on payee. As of now, must download and export to Excel.

Ability to upload into multiple categories while uploading image.

Currently in Report Automation, when a user clicks on the three dots, the only options are "Edit" and "Reopen Periods." The only way to delete a Report Automation template is to go into Edit, then to the 2nd page of the template. The "Delete" func...

T he Balance Sheet report allows clicking into all accounts to see activity, the Trial Balance does not even with filtering. I've tested on my end as well and have included relevant screenshots.

It would be helpful for AgilLink to change "book balance" to "ledger balance" to avoid confustion whenever a client needs to run a standard bank reconcilation.

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.

User wants the Alternate check name to be sent on electronic payment methods like an ACH. This only works for checks and not ACH transactions.

Ability to run a vendor report across all clients showing payments to a specific vendor

Give the option to run the liquidity by individual client and by client group, this provides a full picture of a portfolios account balances