Pinned ideas

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...

AgilLink

Showing 1813 of 1813

2 VOTE

Vendor Listing Report exporting to pdf wraps a few columns- 1099 code and 1099 State

Reported by Marco Hernandez from PTD. Exports fine to Excel and displays fine in view mode. Product team advised to log enhancement request for it.

over 3 years ago in 0 Removed

2 VOTE

Locating Clients

On some fields in Agilink, you can search by any word in the client name, but in other fields, it has to be the first few letters? For instance, I am doing the JEs to book opening cash balances. The screen to upload would not locate The Whitney Ho...

over 3 years ago in 0 Already exists

1 VOTE

Auto Bank Rec - Not have clear date applied on Auto Debits

When you do the Auto Bank Rec, the Auto Debit payments show up on the Reconciled tab with No Match, while showing up as Outstanding for the bank on the Unreconciled tab. They should remain on the Unreconciled tab on the Ledger side so they can be ...

almost 2 years ago in 0 Already exists

3 VOTE

Attachments on AR Invoices

Would like the ability to include an attachment to be sent out with emailed / printed AR invoices such as a w9 or remittance information

over 5 years ago in 0 Under Consideration

3 VOTE

Ability to Perform Search and click on invoice image from search in separate tab

Ability to Perform Search and click on invoice image from search in separate tab to view coding and review others work. Normal workflow means sometimes partners will look through all payments through a search to see if everything lines up or match...

over 5 years ago in 0 Under Consideration

3 VOTE

Automatically recorded deposits auto-associate to Incoming ACH image

Users are setting up vendors to automatically record a deposit on another client code. When they use payment method ACH to pay these vendors, and incoming ACH image is received in the To Enter inbox for deposits. The users would like these images ...

over 5 years ago in 0 Under Consideration

3 VOTE

add an additional note field in the 1099 payments tab

Some vendor names are not clear as to whether they are an LLC or Corp until we get their W-9. We should have an additional field in the 1099 payments tab where we can add notes on what boxes were checked on the W-9 to help us double check that the...

over 5 years ago in 0 Under Consideration

3 VOTE

Report Formatting - allow for a check box to cap lock everything on reports

In the formatting of the P&L and Balance Sheet, the default is however the category and sub-category was structured when uploading the chart of accounts. If there could be a check box to cap-lock everything on the report or toggle case everyth...

over 5 years ago in 0 Potential for future consideration

3 VOTE

Include Vendor Number in Invoice Search

Some clients pay the same vendor under multiple accounts. We may want to know how much they pay them total, but being able to differentiate which vendor is which without needing to run multiple searches would save time

over 5 years ago in 0 Under Consideration

3 VOTE

Include Image ID number along top of image

Please include the Image ID number along the top of the image

over 5 years ago in 0 Potential for future consideration

Please enter your email address