To enter the End Date for the report, you currently have to use the pull down menu to select "Enter a Future Date", then it allows you to enter a date. The end date will always be after the start date so this step is unnecessary. We should be able...

We have many documents or investments which are larger files and they cant be uploaded. please advise!

Range of codes for required levels (as opposed to a full section: Income, Expense, etc). (advanced levels options on client page)

Would like the ability to print a Graphic Form version of the 1096

Wire confirmations in AgilLink are not very professional looking. Can something be created that resembles Business Suite and Treasury Net wire confirmations. See attached.

If a deposit is returned, we need the ability to book a negative cash receipt. We do not record it in "Payments" because it is not a Payment and we want the negative cash receipt to appear in the Deposits section of the cash flow report.

Allow the end user to set where a pop up window opens. Currently working with multiple monitors and I'd like to have all pop ups appear on my secondary window vs. having to always drag it over

Ledger balance (on front page of Agilink) should reflect all checks/transactions written in the ledger including unapproved checks and posted dated checks.