When printing checks, give us option to sort alphabetically by vendor, by due date, or by invoice date... but mostly alphabetically by vendor.

If you wish to see the ledger balances as of a certain date (not current), it would be great if there could be an option to chose the ledger date for all of the accounts in the group on the main page.

It would be helpful to have the vendor listed in the e-mail notifications that go out when Online Banking Transactions are processed so it is clear what the payments were if looking for a specific one. Currently it is just the Client, Bank Accou...

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...