Should be able to view the Activity Report from the firm's start date with entitlements. Currently, if you have an changes & need to move the bank profile to another client code or you forget to check the Activity Report box, your viewing only...

Add under the Baking tab the Activity Report. Currently the only way to view this is to go to the home page & click on the blue Current Balance number. Would be more efficient to have it under the banking tab.

STOPS US FROM PROCESSING EFFICIENTLY

In Legacy, once a workflow substitution rule expired, Datafaction would send out a workflow substitution report to the Approver that shows the client(s)/invoices that were approved on their behalf. Add this report to AgilLink as Partners will want...

In legacy, a report in imaging called the "scanned cash receipts report" existed which allowed firms to see unassociated/associated deposit images. This allowed firms to audit whether deposits images that were uploaded were actually entered into D...

Provide a better way to visually distinguish the different payment methods while approving invoices. At the moment all payment methods have a navy blue color scheme in the modal window. this would apply to ALL payment methods (not just e-payments)

after adding a bank to the list- it does not auto sort - you have to manaully move one space at a time -

A blank page that we can keep notes on the client in general (not just in each vendor but the whole client).

useful because it allows you to place the Main checking account on the top if say a Money Market or Pocket account is on the top, and you can match the order across all of you clients so that the top one is Main Checking, then Pocket, Then Money M...

Allow updating account number in bank def and maintain previous bank rec data.