Please allow the fields to be selectable for the Search Images and Transactions. This would allow us to pick which headers appear and which do no, specifically the Description header.

In the "Reconcile-Auto" section it would be nice to update bank balances if needed. This would be helpful for bank accounts that do not have entitlments or balances pulled in from the bank (CNS, other brokerage accounts or non-cnb accounts.) Also ...

Files are scanned as high quality OCR'd images in color. We have numerous documents/credit card statements that are larger than 50MB.

I need the ability to enter A/P invoices for clients and needs to set up a "no workflow required" rule to apply to manual checks payment method. These clients use workflow for all other payments as well. Currently, users can setup Manual Check pay...

Percentage fee reports have a maximum of 5 entries when running fees (even though you can enter more, only 5 will show on the report), some clients have prior reps that are still owed commissions on projects, so increasing the maximum entries from...

Users would like the ability to run the Trial Balance report with four columns; the beginning balance, ending balance, credits, and debits.

option to page break after Total income and Expense.

The legacy bank rec report includes outstanding transactions as separate in/out lines closer to the bank balance rather that just an adjusted bank balance like you get in AgilLink. It would be nice to be able to choose between both formatting options

Allow users to drill down into admin reports using specific client groups for better client management and account tracking.

Currently when an approver is delegated in AgilLink, the affected user(s) are emailed. There is no equivalent when adding or removing an approver in a workflow. Approvers would like to receive such an email, especially if they are already an appro...