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...

Would like the ability to upload payors from Legacy similar to the vendor upload. This would save them time with fresh setup.

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

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

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).

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

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