Instead of users needing to set up each individual SWIFT code with the corresponding banks, is there a possibility for AgilLink to upload SWIFT information from a database (that the bank potentially uses), and have them available in AgilLink for a...

As these are CNB accounts, it would be great to receive the feed to be able to process auto bank recs on these accounts

If a credit card is tied to a repetitive, after it has been coded out, it automatically goes into the "To Approve" inbox, instead of staying in the "To Review" inbox with the rest of the repetitives. It would make sense if it remained in the "To R...

we need drop down menus for divisions (among other entry boxes) so that we can see a list of all available options for that entry versus trying to guess what to type to pull up the right choice. Forward slash sometimes pulls up a list, but most of...

In Search Imaging & Transactions, i would like a filter to ONLY show transactions WITH images. I can't email or print transactions without images, so having to manually check all then uncheck the ones without images is very tedious.

Currently on CNB's CNO online dashboard (Business Suite?), the firm is able to aggregate bank activity across multiple entities (and multiple accounts) and export it to Excel for their client's review. The firm would like this same feature availab...

When you do a search in Search Images and Transactions for Invoices, there will be categories that list Check Status, Check Amount, and Check # but check status and check amount actually mean Payment status and Payment amount as they will have val...

It would be helpful if the AR invoices and statements can be folded in 3 equal parts and fit into a #10 window envelope. This could be done by putting the "Send Remittance To" information under the company name at the upper left hand corner and dr...

In the funds transfer field it allows you to change the date of the transfer but the transfer still sends the current day. If we cant post date the transfer then the date should not be able to change as it is an inaccurate representation on the bo...

Goodfriend & Jacobs would like there to be less space between the header and where the numbers start on financial reports. I believe the reason for the space is we allow potentially 4 header boxes but 99% of the firms I have been involved with...