If you create a EFT today 4/10/19, the transaction date will be 4/10/19. If the transaction requires release on Easi, and does not get released until 4/11/19. the system changes the effective date so that it will be processed by easi, but it does ...

Can the View Deposits window be customized to include the GL account Description and Deposit Description? I do understand I can run a report, but it would seem more efficient if I can see as the deposits are recorded. Column size for: deposit numb...

To better audit additions/changes to vendor information, please add the feature of: drop-down to select multiple clients, filter by: UserID, Payment Methods, Routing#, Full Name, and Bank Account # (which is NOT currently shown on the Audit report).

Provide a list of system defined swift codes for AgilLink users to select similar to what business suite allows

When you are copying a budget that uses Levels, currently the “Copy to” is greyed out, so that the Level cannot be modified. Many people like to copy over one budget to a new one for a tour, project, etc., which would be tied to a new/different le...

When a Hold is ready to be removed on an invoice we should have the option of deleting the Hold comments, since they're no longer necessary. This was available in Legacy

Currently, any data entered in the Additional Description field in the chart of accounts entry screen is not used anywhere in AgilLink. That information can only be seen when someone goes into the chart of accounts entry screen for a specific GL c...

MNT bank does not accept deposits with a leading 0 added to the deposit. This issue could be avoided by not automatically adding a leading zero to deposit routing numbers. There would need to be a system in place so that users know to either add t...

It would be god to run a statement as of a date range instead of just an as of date.

There's no designation in the bank rec report for a manual bank rec or an auto bank rec. A way in the system to designate in the system that a standard was done.