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Created by Guest
Created on Mar 2, 2022

CNB Bank Statements - Move under Banking

It would make sense to move the search for CNB bank statements under the "Banking" tab, instead of needing to go to “Search & Upload” – “Search Images & Transactions” – choose the drop-down for “Category” and choose “Statements."

Under the "Banking" tab, the "Import Statements" has nothing to do with obtaining bank statements, which can be confusing.

This would avoid confusion, and the time that it takes to obtain a copy of a CNB bank statement that is in AgilLink

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