User re-activated a bank account but it did not make the GL Cash Account Active, it should be an option or automatically done.

Add a column on all To Enter screens to display the user that uploaded that image. When images sit in To Enter for weeks, it's difficult from management perspective to determine who uploaded the image and left it in To Enter. Would be great to kno...

Currently auto bank rec doesn't account for unbooked adjustments in the calculations. When you run the report, it accuratley reflects the unbooked adjustments

Currently approvers in a workflow are sent an email when a Delegation is put in place but no email is sent to an approver if they are added or removed from the workflow. It would be beneficial to the approver to know when they are being added or r...

In imaging, the GL code description (insurance for example) and credit card detailed description appeared on the same line. In Agillink, these are two separate categories: "Account Description" & "Detailed Description". We can only search for ...

Upload Vendors via Excel. Allow Type "None" Currently it only accepts Checking or Savings.

This feature will benefit accountants and tax professionals by automatically allocating income to partner capital based on each partner's share of income. This feature should be an option when setting up new clients and can be changed at any time ...

When you go to Manage level ID's section the inactive levels appear.

Utilize the lockbox entitlement via EASI to bring in lockbox activity and images. Agillink to get more detailed information lockbox transactions.

We need to know when a client walks into a branch and makes a deposit asap and not a month later when we receive the bank statement. There is usually a stub with more information which we can obtain if we know about the deposit when the deposit is...