Allow Parenthesis in Account Description in General Ledger

Reported by Marco Hernandez from PTD. Exports fine to Excel and displays fine in view mode. Product team advised to log enhancement request for it.

If there was an ability to set up workflow by bank account, that would be incredibly helpful. This would be for cases where different users need to approve for just a specific bank account for a client/entity (production, client trust, etc.). Havi...

Add multiple lines for level descriptions, that way we can add the breaks where we need them. Making the reports with levels more functional.

Currently we rescan the Bank Rec Report and Bank Statement attaching them together. For CNB statements can the Bank Statement and Bank Rec Report be linked together. When a bank rec report is ran it would be helpful to also see the Bank Statement....

you should be able to edit a deposit ticket number to include deposits on another ticket instead of having to delete and re-enter.

It would be more convenient if we can upload the all the transactions prepare in excel for once instead of needing to go back to the journal and add the intercompany transactions after the uploading, and also to avoid possibility of forgetting to ...

Bank definition audit - want to know who changed bank def, including bank rec training. Should provide old and new values for a date range

Bank connection with Wells Fargo to be able to send ACH payments through AgilLink.

This can be done in Legacy however because AgilLink tries to create an accrual journal even though it's a cash client causes issues because the books are closed.