Skip to Main Content
Status Potential for future consideration
Created by Guest
Created on May 9, 2022

Bank Report By Client - Include a field to view Uploads vs. Manual Setup

Have the ability to run a report of bank accounts by client. This would be done as a security measure with regards to the banking upload step to audit the accounts that were part of the export from Legacy. This would ensure that the accounts match what was uploaded into AgilLink.

  • Attach files