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Status Potential for future consideration
Created by Guest
Created on Jun 10, 2025

Require images for deposits and checks using training rules

AgilLink should require images for all deposits and checks (as payments), including ones made using training rules.


Currently, if a training rule is set up to make a deposit automatically, the deposit images sit in the To Deposit folder, never to be used. The idea is to either not allow training rules to make deposits if there's a deposit in AgilLink that has an image associated with it, to delete images that are the same as the deposit that was done with training rules, or to requite an image be set to a deposit done with training rules.


For Checks, if a check was written, AgilLink should require an image to record it using training rules or not allow training rules to record it automatically.

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