Partners do not want to see that tab since they are not setup as "releasers". If they had the ability to hide that tab, that would help.

An Agillink firm is having issues where an EFT was entered and when the approver attempted to approve the transfer (a few days later), it stated that the "Transaction Date should not be prior to today.". The firm said when using the legacy system,...

If you run the Aging Report in "Summary" Display and Sort By "Invoice Date" you won't see any line items on the report; it simply returns a single total line. We should either always run the report in "Detail" or warn the client that their report ...

When booking a transfer between two CNB accounts using the ‘Transfer’ function ~ and associating a document to the transfer ~ the deposits & payments entries which are generated do not have any documents associated with them. I would like the ...

would allow faster processing of multiple transactions from the same account without having to wait for Agillink to reset after each submission

need a report summarizing by roll up accounts

We get all of checks that include meal penalties, but they are not commissionable. When you do a commission template there is no way to exclude the meal penalties from the gross, so any commisionable checks that include meal penalties i have to do...

As an admin user, have the option to allow general users the ability to create vendors, commission tables, GL accounts etc, but will NOT have any effects on the client’s account until it gets approved. Could even add an additional step or somethin...

Commissions structures can be very complicated. The ID field only allows 20 characters to store information. This is not enough for users to know which to select. If a larger notes field were added with ~100 characters, additional details could be...