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PINNED Increase Character Limit in AgilLink -Int'l Wires
The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...
PINNED Desired Check Date for CNS Transfers
Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...

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When using the new feature of one journal entry per transaction with credit card processing, the ability to process intercompany transactions is lost. This is an extremely useful and time-saving feature. Please consider adding to the one journal e...
5 days ago in  0 Potential for future consideration
At the moment, when running Commissions Report, there is only the checkbox option to "Hide comm table and payment info columns". This option removes the percentage% column as well. Instead of that checkbox, can we add filters instead so we can sel...
9 days ago in  0 Potential for future consideration
134 VOTE
Staring at a white background screen for 8 hours straight borders on inhumane. Datafaction defaults to a dark background for a reason.
almost 2 years ago in  8 Under Consideration
When a report (Trial Balance, Ledger Report, etc) is produced in PDF or Excel, the client ID should be automatically included in the filename. It currently includes only the current date and some seemingly random numbers.
5 months ago in  0 Under Consideration
When the virtual check shows a truncated version of what was input, the user feels like the information will be missing on the physical check. This causes a slow down as the physical check then needs to be inspected to make sure the necessary deta...
4 months ago in  0 Potential for future consideration
Can we have a more descriptive error message for the review credit card menu when the invoice ID has already been used? Currently the error message the document doesn't match the latest version, please refresh the inbox to see latest does not let ...
8 days ago in  0 Under Consideration
The new auto sign out happens too quickly. Is there a way to have it not kick in so fast or turn it off? Also if you have multiple tabs open you have to go to each one to stay signed in. It's very frustrating as I often have multiple Agillink tabs...
3 months ago in  2 Potential for future consideration
Hi, When reviewing current invoices in AgilLink we can see the payment history associated with the invoice. Would it be possible to have the previous GL code displayed in the payment history section as well? This would help streamline our review p...
26 days ago in  0 Potential for future consideration
Sometimes invoice numbers are incorrect - would really like to be able to update them after payment
29 days ago in  1 Potential for future consideration
Requesting to have the decimal points more than 2. We have commissions that needs to be set 5 decimal points. For example, .04125 rounds up to .04 percent currently. That's $4,000 vs. $4,125 on $100,000.
16 days ago in  0 Under Consideration