would like to allow users to be able to define new detail accounts on the template when a rollup exists but not define a new rollup account on a template. Currently they can either define on a template or cannot, they would like more granularity h...

The user should be able to define a bank branch that can be used across all bank definitions created. Currently the only ones the system remembers are CNB bank addresses but the user should be able to create some. This would allow them to set up a...

There are certain categories which become effectively useless if a user is not required to include a description (not a secondary field, the primary system enforced description). For example, those created for "backup", without a description at th...

from the "Categorize Documents" page, please add the ability to delete the entire document without having to go back to the "To Complete" screen. As it stands now, you can only delete page by page, which is time consuming, and even to delete on th...

Inter & Intra client transfers between CNB accounts that were paid via ACH/WIRE in legacy did not generate incoming ACH/WIRE notifications in Legacy. The firm would like to suppress these notifications in AgilLInk as well, like they're suppres...

This check was voided. On the cash flow report that would be given to a client, aside from the amount being in parentheses, there is no way for the client to indicate the check was voided. The word "VOID" should be marked on that transaction.

Alternative Names in the Bank Definitions should print on the Deposit slip. This feature works in Legacy but not in AgilLink. In Addition, Bank accounts in legacy can support up to eight alternate names. During check printing, you can select which...

There is a refresh button at the top of the ledger report which is very helpful.

As an approver, sometimes I want to research an item that is pending my approval. There are usually multiple optional approvers, so I like to place a HOLD on a item while I research it. While it's on hold, nobody should be able to remove the hold ...

We need to be able to create a copy from an existing journal entry. This will save a lot of time rather than typing in the journal entry line by line.