It currently works this way in Datafaction and should be duplicated in AgilLink. We use it.

After the statement image replaces the incoming ACH backup from the bank, we would like for that ACH backup page to remain as a related document This ensures that they have proof of when the monies came into the bank

The check date is not an option to run in this report, as only the invoice date currently shows. The Payment Register does have the check date as an option.

In Legacy, you could run a "wildcard" GL search, and save the report. Example - Searching any for brokerage GL accounts ending in 1003 = "*1003" for all GL accounts ending in those numbers, in order to reconcile the account(s)

Instead of having EFT’s be lumped into regular deposits, can they be isolated/a workflow rule be put into place by source? This way, the user viewing can isolate actual deposits vs. EFT's

After a signature has been uploaded, it would be great to be able to print a test check directly from that screen.

It would be helpful and more efficient for us to be able to view monthly trial balance activity as opposed to year-to-date activity. If we only wanted to see April activity on the trial balance instead of January through April, it would be useful....

Can a search be generated for just payments by vendor/payer (outside of invoices that were sent through workflow)? This would help to, for example, search for payments made to a specific vendor via debit card/pocket checks

If an invoice is placed on hold along the approval process, can an email be generated to the previous approvers/reviewers, to alert them? This can be an option for the person who places the invoice on hold, to check off that those persons can be a...

Can there be a user role added to be able to do quick approvals on repetitives/reoccurring’s only? This would be very beneficial for approvers, especially if the amounts never change (example: support payments, mortgages/rents, etc.).