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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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PINNED Agillink Bug: Manage Payments and Approved Invoices: Info Missing on Checks
Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.
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AgilLink currently prohibits levels from being applied to cash accounts. We need to code all accounts and balances to levels in order to get a proper representation of assets for our clients
about 1 year ago in  0 Ready to Ship
Currently, each time a user goes into a specific account, reconciles and comes back to the list of all accounts, AgilLink recalculates balances for every account. If a user has many accounts in the list, the process can be very slow and inefficien...
about 1 year ago in  0 Ready to Ship
When I have several items in my pending inbox, it takes a very long time to load. Please load the inbox faster by either Defaulting the inbox to my active client or add pagination so that not all my invoices need to load at once
about 1 year ago in  0 Ready to Ship
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over 3 years ago in  0 Ready to Ship
When creating invoices for an accrual accounting style client, you cannot code the Accounts Payable account from the Client Page to identify which amounts are part of which levels. Users would like the ability to add levels when entering invoices ...
over 3 years ago in  0 Ready to Ship