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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...
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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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    Showing 1842 of 1842
    Please include the Image ID number along the top of the image
    almost 6 years ago in  0 Potential for future consideration
    This does not happen. The first approver gets taken to the next invoice and the invoice just edited goes back to the workflow. That makes sense if the edit is being done by someone other than the first approver. If the first approver is editing th...
    almost 4 years ago in  0 Under Consideration
    There are times that a $0 invoice needs to be entered. Legacy allowed this but I cannot approve a $0 invoice in Agillink.
    almost 4 years ago in  0 Potential for future consideration
    Allow Parenthesis in Account Description in General Ledger
    almost 4 years ago in  0 Already exists
    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.
    almost 4 years ago in  0 Removed
    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...
    almost 4 years ago in  0 Already exists
    In all cases when using the book button in Auto Bank Rec, the firm wants a default check number, so set the default value to YES
    almost 6 years ago in  0 Under Consideration
    It would help when approving to have the detail window and the image window open in reverse order so the image window opens last and can be moved to a different screen keeping the detail window on the main screen in full window mode. Then as you h...
    almost 2 years ago in  0 Potential for future consideration
    The existing reports are formatted in a way that doesn't make them useful for exporting in order to import elsewhere. When it becomes necessary to consolidate multiple sites or a client goes to an org/firm without AgilLink, it would be most useful...
    almost 2 years ago in  0 Under Consideration
    when printing multiple checks with different dates the check number assigned should be in date order not alphabetically by vendor name
    almost 2 years ago in  0 Potential for future consideration