The ability to make changes to all client addresses through a menu without the need to enter each client individually to make the change. For situations where the C/O address needs to be changed and it would be too time consuming to make that chan...

It's important to have control over the banking information attributes like SWIFT code and presently you have to either lock everybody out of e-pay maintenance altogether for vendors or lose all control of SWIFT codes (which are shared for the ent...

This does not happen. The first approver gets taken to the next invoice and the invoice just edited goes back to the workflow. That makes sense if the edit is being done by someone other than the first approver. If the first approver is editing th...

When processing an invoice where the funds are deposited into another client code, currently we can only set up the deposit side to code to 1 gl number. When processing the invoice, we need to be able to set up the auto book to deposit and record ...

Ability to select a date range when doing image exports similar to what Legacy has. Currently it will retrieve all images.

When an invoice number is entered (on the Record Deposits page), it would be nice if a secondary window opened showing the invoice's detail so that we can transcribe the desired info into the deposit description.

Are there any plans to make the aging report more detailed/customizable so we can add and remove columns? Currently my clients hate having to open each invoice in order to see what is outstanding. This is time consuming and cumbersome as they invo...

The current way to set up FBO and/or intermediary bank for domestic wires is by clicking on "Additional Payment Information." Ideally, it would be best for this information to come up on the Payments page automatically, if the Domestic Wire paymen...

Have an admin report to confirm if there are any exceptions of clients who are not using the firm settings regarding image requirements (per the new release)

Add the ability to see if CNB credit cards have been entitled on the entitlements page (to confirm that the activity and PDF's of statements are automatically imported into AgilLink).