When doing an international wire transfer, to a country that doesn't use cents example Bora Bora. Without the client having to know which counties don't use cents. is there a way to round it when creating the wire transfer to avoid the wire gettin...

There should be an "Wire Ready to Release" option only.

A feature to allow users to track when Bank Statements and Credit Card statements and credit card data arrive in AgilLink. This will allow them to know when things have been delayed or are missing easier so they can bring it to our attention. At t...

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...

Like the "clear locks" option, it would be helpful to not come out of a search or report running to open the books if you need to recode an invoice, etc.

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...

Would like to trigger an email on payment/release for other payment methods beyond ACH, Bill Pay and Wire

Why would the report default to showing unpaid invoices? This is counter-intuitive and no other platform does this.

Have report automation run on a scheduled service where reports are run and delivered automatically