When a Deposit creates a commission invoice, the invoice and deposit are related to each other. Currently, you can delete that deposit and keep the invoice and the invoice will lose all trace of the deposit to the point where you cannot tell it wa...

Add the ability to see related documents in the app during approval

In the To Pay screen, it would make things much cleaner and easier if, within each client, invoices could be sorted by vendor. With non-CNB clients especially, it is easy to miss an invoice to a vendor when entering a wire or an ACH into another b...

When checking the Banking->Entitlements page, clicking on the View Linked Accounts should show linked accounts with Comerica Bank Accounts. Currently, the View Linked Accounts only show up if the accounts are CNB bank accounts but Comerica acco...

Client purchase many expensive item on CC's so it would be nice to have the ability to add an image to a specific charge.

Within Business Suite, users can run specific wire detail reports which give detailed information on wires that have been sent. Currently, AgilLink users will need to drill down into an invoice to get specific details. Users have asked to have a w...

We frequently have to process one transaction followed by another required transaction. For example, after posting payroll, we have to pay the 401K contribution online. It would be very helpful if we can chain a template to another template so tha...

Related documents should show the Description of the related document, like it does in Imaging.

To receive email notifications in the AP Approval process when anyone in the Approval chain leaves a comment. This is helpful when a client adds a note to an invoice. There is currently no alert to notify anyone if a comment has been added.

On occasion, we need to issue invoices to foreign individual or entity. Can foreign currency be added to the A/R feature? Once the deposit is received, is there a way to mirror the international wire process with the exchange rate? It would help t...