IE: Transfer entered today, but not approved until tomorrow were processed successfully in Legacy without any user interaction in Legacy.

Client purchase many expensive item on CC's so it would be nice to have the ability to add an image to a specific charge.

When you login you should be able to indicate how long the system should keep you logged in. I should be able to indicate for the system to keep me logged in for 2 hours, 4 hours, etc. Otherwise, I find myself constantly continuing to put in my pa...

We frequently have to process one transaction followed by another required transaction. For example, after posting payroll, we have to pay the 401K contribution online. It would be very helpful if we can chain a template to another template so tha...

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

A report that would allow Admins to be able to investigate a Client Group to see what users have access to that client group would be very helpful for audit purposes. If the report could also show what user roles those users had would also be usef...

When I'm searching for a journal, I don't believe it should matter whether it was created as a standalone JE or as an ICT. Currently an ICT does not show up in a journal search

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.

The "current balance" column for active FRB/JPM accounts cause confusion to clients as this balance is the last day of Agillink banking integration. It would be helpful to instead have this balance mirror the 'ledger balance' for these FRB/JPM acc...