Client would like the list to be based on grouping and would like to have the ability to filter group on the home page. EK - right now, the group with the smallest list always pops at the top (on the homepage). This may relate to the UX revamp in ...

Current Vendor Detail History report shows only the General Ledger information which only includes amounts. The user would like to have the option to also have the transaction details show on the same report to be able to print this report and pre...

As a system administrator, sometimes I am not sure what effective permissions a user has, either to functions or to clients. I would like to be able to impersonate their user and click around as them, so I can see exactly what levels of access the...

If a client turns on the activity report on a Bank definition after an Incoming ACH/Wire ariived, they would like the option to regenerate an image of that incoming transaction from Agillink.

I don't know what this is but Mike Basilicato @Bader Martin, site 10030, call 277860, requested it.

This came from Karmela at Site 10053 Winningham Becker & Co. Would like to see images for all deposits made in the To Enter Inbox (deposits). Currently not all deposits create images.

Here is an idea Datafaction should consider as feature that will encourage money managers to utilize AgilLink. · Introduce a linked CNB credit card, with cash back, in lieu of a pocket checking account for client petty cash activities. Many...

Users would like to define new levels with Slashes in the name (i.e. Tour - 8/31/2018). The Slash is considered a special character and will not submit.

client would like the capability to view checks & deposits that cleared in that period

Workflow rules are not audited and we often get questions about "why is my workflow doing XYZ". We can only tell them what the workflow was and what it currently is set to, but we need to be able to tell clients WHO changed it and WHEN.