Client would like to be able to view the journals that affect the cash associated with the bank account

All the Inboxes and other menus that can have hundreds or thousands of results should have pages to allow for faster loading. If these inboxes had pages, they would not require the ability to load more information on a single page. By creating pag...

auto payment reminders to the recipient on open invoices - statements

User has inactive clients that are in a group, and only inactive clients are in said group. The user would like to delete this group but is unable to do so because the clients must be associated to one group.

We do weekly transfers from the Mgmt account to the pocket account. We would like to have this in the accounting software. Currently does it on Treasury net

The bank notification for transactions over a set amount includes both incoming and outgoing transactions. This should exclude outgoing transactions or allow for a user to only select incoming ACH, Wires

Approval screen when on the Approve Invoices screen the ability to group by user was an option on the old imaging not in AgilLink.

Would love to see A/R Aging Report as an option on the report automation so we can quickly run an Aging Report across multiple clients at the same time.

Change made to any admin task, require a comment stating why.

An audit trail for who created/updated a workflow delegation