When you go to the Reporting->Cashflow Reports menu, it will list all the bank accounts for a client. Without checking each account manually, there is no way to know which accounts are inactive or active. We could have a column that just says a...

Can we please have the option to edit which columns display in the search results? For example, I never need "Document Description" but I always need "Transaction Description."

Currently AgilLink does not allow for the creation of workflow rules based on a client's bank accounts. Some external approvers only need to approve on certain bank accounts so allowing this feature would be extremely helpful.

The current invoice upload template shows a full bank account number in the Bank ID box, however, just a Bank ID should be there for example purposes.

Add the notes to the app for approvals. We use it for recording wire verifications with vendors.

Currently the deposit screen is locked down and cannot be edited.

Please let us either size the columns in the search or allow us to remove the Document Description column. When some files such as wires come in with full details, it could include excessive detail that makes the Doc Description column extremely w...

It would be beneficial to have the ability to group customers on the AR Aging Report by Customer groups and have subtotals at each customer group. Currently the report subtotals at each customer.

So I have occasional need to provide G/L reports to various people who then also would like or be able to take advantage of being able to see the associated backup that supports that ledger. In the attached example it would be nice to have the abi...

being able to search by a keyword would be very useful, that way we could search for a vendor or payee, etc when looking to see if a transaction has cleared. We can search this way in the online bank activity in imaging by simply using "CTR+F"