Users would like to have the option to have cover letters generate according to what template each client was tied to. This is due to different wording that is used depending on the type of entity. Example – Clients that are on the individual temp...

When an e-deposit is completed it should trigger an incoming deposit notification in agillink with images of the checks that were deposited.

One of our client has mutiple crew member using the same Amex card and when it is time to allocate business expenses we have to look in the statement to figure out which member was using so that we can determine if that is a business exps or not. ...

Some banks have different routing numbers for ACH and Wire payments. If both are already entered, you can then choose ACH or Wire payment when paying an invoice. Sometimes its necessary to change the type of payment you need to send.

I think it would be extremely beneficial to add the option to attach the signature cards and power of attorney to the new bank account setup as supporting documents. For compliance purposes, the team would be able to easily refer to the appropriat...

Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.

Just like in Legacy/Imaging it would be extremely helpful to have cash receipts or deposits and Payments go into a "TO REVIEW" area after being processed to be able to double check the information before being dismissed. There is one for Invoices ...

The ability to have totals broken out for each level would be very helpful (i.e. Utilities for multiple houses) instead of having all transactions for each level lumped into one total.

It would be great if we could replace images without having to resubmit the commissions. Unfortunately, when we resubmit the deposit, it resets the commission breakdown to the default definition, meaning we have to redo the commission breakdown ev...