When investigating the status of outgoing electronic transactions, it should be simpler to locate the applicable groups or client entities for setting filters. it's a more precise or a "starts with" in those fields now. Throughout AGL most of the ...

Can we Add an Associate Immediately to Documents Upload to the multiple documents upload page?

I think a huge miss with this is not showing a previous statement balance and new statement balance. When we upload the statements for our credit cards and enter the transactions it's very hidden on the bottom that there is a balance off. It allow...

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...

Currently the ledger report separates transactions coded to levels or not for the same GL and gives separate totals for all. the ability to consolidate these and get one total with a level description column would save time for clients looking to ...

In search images and transactions, finding the "search all categories" is not intuitive as it is buried in the "Advanced search" option in the bottom of the page. Develop a way to make the more obvious or perhaps make it its own page.

It is difficult as a partner to go through the agilink balance menu and look at every account. If you want to run balances and check desks, there is no option for this just hundreds of accounts. I cannot even sort them by grouping. i have to look ...

Run NSF reports across groupings so you can quickly see what transfers need to be made across desks and/or company instead of scrolling through all accounts; it is easy to miss something. Currently there are no NSF report options.

Deposit Report - Showing Items that have been approved/reviewed