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Status Potential for future consideration
Created by Guest
Created on Feb 16, 2024

Cash balances by group

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 for one client then the next then the next amongst hundreds. it's too cumbersome.

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