Cash Receipts – Incoming ACH Use payor description instead of overriding from ACH

From liquidity report page, you can choose multiple dates. Report automation does not have this feature.

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.

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.

Currently AgilLink doesn't have a report that shows what financial period calendar clients are currently using. This would be helpful in the event a user needs to change calendars quickly.

Because when you finish setting something up you naturally end on the right side of the page and automatically want to hit the submit button which should naturally be beneath where you finish. However, the reset button is there and the submit is o...

If there are notes/computations that we have to do, having those lines that will carry through from Define Payor to Enter Deposits will make us accurate. See illustration.

It would be super helpful to be able to add images of receipts / backup to an invoice without replacing the image.

Right now the approve link there only takes you to invoices. You constantly have to go back to the home page to reach the transfer approval section.