In the To Pay screen, it would make things much cleaner and easier if, within each client, invoices could be sorted by vendor. With non-CNB clients especially, it is easy to miss an invoice to a vendor when entering a wire or an ACH into another b...

Role adding and removal should be possible from the role screen. I’m currently having to go through 130+ user profiles one by one to adjust user roles. Would be WAY easier and time efficient if I could add or remove from the roles screen.

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

currently the no reply email tells users to contact Agillink, for our firm because we have an Agillink team we want user to let us know first. then if there is an issue we can't resolve - we will put in the ticket to AG. then helps AG reduce numer...

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

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.

Currently in the To Pay Inbox there is no option to sort by Vendor Name for a given client/bank account. We've tested printing via Pay Invoices & Print Checks since this does automatically sort by Vendor Alphabetically, however, when you click...

Currently email notifications with balance thresholds send emalis for electronic debits and credits. We only need to know when ach/wire deposits are made over a certain dollar amount. We don't need to know about ach/wires that we send. Also with E...

Can we rename the report type to "Periods" and "Custom Date" instead of "general ledger" and "activity report"? General Ledger and Activity Report aren't descriptive and don't tell the user what they are selecting. Letting them know they can run p...

Datafaction used to have an option to print Journal Report by user which will show final version of all JEs entered by selected user. Agillink doesn't have this option. Journal Audit Report can show JEs by user however not only final version of JE...