Sometimes clients, specifically managers, need a report pulled for a date range outside of the closed periods. Would be helpful to be able to choose a date range.

Enforcing consistency at the firm level is generally good but in some cases it may be more desirable to give the option for the recordation method to be controlled separately since it affects Cash Flow report presentation. Using Deposit/Receipt ca...

When entering a City National Bank transfer, we are required to enter a date. If the transfer is not approved by that date, then it must be updated and resubmitted. We should be able to leave the date blank so it's processed upon approval. This wo...

When searching images and transactions Check # for payment types other than checks do not appear. AgilLink assigns check numbers to these payments but they do not show in the search results

The ability to on the Record Deposits menu to have the check be electronically sent to the bank to be deposited instead of needing to scan the check for the deposit in Agilink and then scan it again for a separate program to E-Deposit it. This wou...

Everywhere "Template" or "Definition" is used in a report it should be updated to Financial Statement Style or just "Style". This has caused a lot of confusion with users.

At this time, when the auto bank rec box is unchecked, all of the training rules you entered will be removed. I believe the training rules should stay even after removing the auto bank rec because without the box checked, there will be no automati...

Have divisional columns for the cashflow report with grand total column at the end.

Get better description of the errors when uploading invoices similar to the errors that display when uploading journals. Example involving levels- error displayed "cannot validate g/l code" when uploading invoices. Copied the same data into a jour...

It would be great if CNB mortgage statements would automatically import as an invoice each month