There shoudl be a button to upload credit card files directly in the "To Enter" credit cards box so you don't have to go to the Transactions > Manage Statements to uplaod the qfx/ofx file.

CNB has created a way to order cash requests online. This will now require someone to enter the request and someone to approve the request. This transaction then needs to be processed as an auto-debit in AgilLink and entered again. It would be gre...

Certain users should be allowed to view the bank definition page, but not have the ability to create bank accounts, or make any changes to the definition. Users can currently view the entitlements page without being able to check off entitlements,...

Custom columns would be below and attached: Date of charge, Vendor (the vendor/service that charged the credit card), amount of the charge, entity/client who paid the charge (if the charge was split), GL account, a column for each level (Level ID-...

The general ledger should be updated to match the balance sheet/income statement drop down and selection with levels

Credit cards usually have 16 digits, however, ACH’s only pull 15 characters from the Vendor Account number.

When in the invoice search option, there is an amount field to complete. This amount field is for the invoice amount, not the check amount. If multiple invoices are paid on one check, and the check amount is entered in the invoice search field, th...

The Income Statement Report prints headers/footers even if there is zero activity. This is unnecessary. The workaround to Update the style to hide a specific header is too tedious, if a section has no activity there should be an option to suppress...

The save button when inputting credit card transactions stays put at the bottom of the screen. When you have a credit card statement that is over 150+ line items, and wish to save, you need to travel to the bottom of the page, save, then scroll ba...