The option should be in two places: Firm Settings Page (to set a global default for all clients/bank accounts) Bank Definition (that overrides the firm-wide setting) This is currently an option in Legacy: Bank Definition - Field 32

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

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).

Add the ability to consolidate the CC import statement report by GL account or by Levels

The ability to run many vendor reports across clients all at once can significantly speed up 1099 verification and reconciliation process Vendor listing - audit 1099 details

Existing legacy report that is not available in AgilLink AR. Please include a report total in the report

Add a batch register report to the AR module , this currently is available in legacy

Payments made for one, many or all clients showing client code, client name, date, payee, amount, check/pmt#, payment method, bank acct#, bank name, user making payment (with filter for payment method)