it is helpful to see the most recent data first rather than seeing old data then having to click the data to fix the descending view. Ie. reviewing AP, you want to see most recent paid items vs old ones first. In deposits, you want to see the most...

user would like the ability to see the bank balances while approving invoices in the mobile browser. The user has the Mobile Internal user role permissions so they have the ability to see bank balances but those balances are not available while ac...

Currently you need to click in the "recon" button in order to mark an account as reconciled. Please allow users to mark an account with $0 discrepancy as reconclied from the summary screen

Currently, Report Automation does not launch a separate window while running. If it's a large client set, AgilLink will timeout and the reprorts will generate. Allow reports to gerenate in separate window and inform user when completed (we do some...

When enabled at the user level, AgilLink Online Banking Notifications can currently send out banking alerts to users for anything that is "Action Required," which include EASI transactions that fail, are pending or rejected. With regards to the ne...

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

A time-out notification should appear on every page available in the system. If a user has not been active for a certain period of time, prior to logging them out, a notification should appear to enable to stay logged in or be logged out. Currentl...

It would be helpful for users to create adjusting journal entries without posting to ledgers until they are approved. In Legacy, we have this function and those users have the ability to run working trial balance reports showing the effects of the...

Zelle is becoming a bigger part of transactions for our clients. We would like Agillink to consider adding Zelle as a feature. Currently we must send a live check when someone is asking for a Zelle payment. Clients want us to bring this feature on...