We have recently been made aware that CNB offers Zelle as a payment method. It would be nice to be able to pay using this service through AgilLink. Some people do not want to give us their banking information. This payment is also immediate while ...

SO WE CAN SEE WHAT BANK ITS COMING FROM

As of now the ebills notification goes to everyone that has access to the client rather than the user that setup the vendor. The e-mail contains sensitive information.

When reviewing an invoice to approve, on the detail tab, there is no indication that a prior payment has been voided. The only place that info exists is on the activity tab, but I would not know to look there if didn’t know a void had occurred. In...

Could we put in the ability to check a bank account, as its being entered in the Bank Definition page, to confirm it doesn't exist on any other client? If it does exist on another client can an error message be presented saying "This account has a...

Add the ability to drag & drop images in the detail tab of transaction screen

looking for sales by customer, sales by month, total sales and then by customer within that.

Once an Invoice is created by the Credit Card module, it shows in the CC module as Previously processed. When you filter these Prev Processed items it Cancels the invoice and sends the image back to the To Enter inbox. The user will have to submit...

When looking through reports (deposit reports, balance sheets, etc), when you switch between clients, Agilink should keep any prefilled out items (date ranges, etc) that you choose in the first one.

Exported PDFs are password protected and prevent modification. these should not be protected or the password should be set by the user exporting or at a firm level.