Currently the CNS balances on the AgilLink dashboard only display the cash balance in the account. There are additional funds in those accounts that are invested. It would be helpful if the entire balance displayed.

It would be helpful if the system wouldn't log you out so fast, often and while recording a journal entry. Or some save feature for the work you have already done so you wont have to lose it.

When you click on the link in the email, it loads the AgilLink home page. You then have to go to reject inbox to view however if you have more than one item in there, you don't know which one you need to fix. It would be helpful to add some more d...

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...

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...

As Agilink works now, when you create a commission table for a vendor where the default payment is Int'l Wire, it won't let you submit the deposit because it cannot calculate the conversion rate. User is hoping that when you attempt to submit the ...

When entering a City National Bank transfer, we are required to enter a date. If the transfer is not approved by that date, then it must be updated and resubmitted. We should be able to leave the date blank so it's processed upon approval. This wo...

When a Cashflow report is run to print detail descriptions a blank page is generated when displaying credit card transactions. Having a page break control option would solve this issue.

We should be able to set the accounting date on an accrual AR client without having AgilLink automatically set it as the invoice date. Some invoices need to accrue based on a future date and this is not currently possible without manually adjustin...

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...