when you place a user inactive that user should not populate when adding new users, editing user on any screen, like new users, workflows etc.

Give firms the ability to setup global vendors that can be copied to clients, thus saving time of re-entering the same vendor into multiple clients. Other key advantages to this feature from legacy were the ability to update global vendor names/ad...

We would like one screen that shows all incoming transactions (ACH, EFT, Wire) on all clients, regardless of whether they have been recorded as deposits or not. In the legacy system, it was under the menus: online banking >status There are mult...

Would like the ability to drag and drop a related image to a transaction into the transaction itself instead of relating it the standard way.

It would be useful to have the following banks as options to choose in the "Import Statements" menu: Pinnacle Bank Studio Bank

Currently the column width for levels on the TB is very narrow which causes levels with long descriptions to print on 3+ lines. A dynamic sizing would be great so that there is less wrapping.

I timed out when I was continuously working in two different Windows in AgilLink. I was working on a long journal entry that took a while to complete since it contained about 50 lines. When I reached the bottom and hit submit, I discovered that I ...

When a user attempts to upload a journal entry and entered data in the GL Account Description field, then uploads. The journal upload fails, but the GL account description is still updated.

Add additional roles to the external user role where they can run reports and exclude bank balances