Rounding accounts are no longer required with real time rates, why do we still require this on new int wire requests?

Users should not be able to run reports when they have too many open periods in AgilLink. We should limited the process to a time period that we know the database can handle.

Hello I thought I would submit a request the main homepage of AgiLink, it shows all of my clients under the Bank Balance and Activity and it allows me to filter it by account, current balance, or ledger balance but there's a main 10 clients that I...

When setting up a new bank def, "Check" and "Automatic Debit" are prechecked. Can "ATM/POS" and "Online Payment" also be prechecked as a default? I do not understand why they are not. Thanks,

Currently there are 5 columns possible on the Percentage Fee Report. We could use 10 columns. Right now we are exporting to Excel twice, cutting and pasting the 2 reports together to make one report.

User states that when they approve invoice but need to do research on past invoice in said client the home page does not update to the client they are approving in.

that way everyone would know who the invoice was sent to without going into the client. not everyone has access to client details.

I understand with AgilLink, this task was pushed to the client side but the software is difficult to manipulate with what should be fairly straightforward. For example, I have been wrestling with one client signature for an hour to try and get it ...

The tab feature would be helpful when going through invoices to pay. Currently the tab goes to the invoice number and the date but bypasses the check box. It would be helpful to tab to the box, and push the space bar to select/deselect the invoice...