RELATED IDEAS
Allow workflow by bank account
Currently AgilLink does not allow for the creation of workflow rules based on a client's bank accounts. Some external approvers only need to approve on certain bank accounts so allowing this feature would be extremely helpful.
3
MERGED
create workflow rule based on specfic "bank" assigned to invoice
Sometimes there are trust accounts (or simply separate bank accounts) where a business manager/trustee may sign but other banks for the same client entity where they may not. while this is not common or widespread, it exists and presently we canno...
0
Under Consideration
Since Comerica is the only bank that needs an approval workflow in place, it makes it confusing if you have CNB bank accounts on the same client, which now need to be approved becuase of the Comerica requirement.