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PINNED AR Reporting: New Functionality
would like an AR Report with functionality to gather monthly retainer information on one sheet, including name, billing information and amount.
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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
    It may have seemed like an intuitive place to put this button, having it between the bank and the ledger transactions, but practically, when using the bank rec module, it simply is not intuitive. My assistant and I both keep wanting to go to the b...
    about 2 years ago in  0 Already exists
    Currently we have to go one transaction at a time and click the MATCH button each time. It would be nice to be able to find and click off multiple transactions and just click MATCH once. It would save valuable time (in consideration of the process...
    about 2 years ago in  0 Removed
    External users should be able to set up their own workflow alerts. Currently, they do not have this option, so they need to rely on the admins of the site to assist.
    about 2 years ago in  0 Under Consideration
    At the moment, when sending a Bill Pay Epay, no other information is transmitted as part of the payment. There could be situations where a vendor requires notes or description/addenda to be added to the payment to convey the proper client is paying.
    about 2 years ago in  0 Potential for future consideration
    Display book balance and CNB balance on liquidity report
    over 6 years ago in  0 Removed
    Users are concerned with the error messages when approving invoices because they do not describe the problem and do not allow them to resolve the issue. Users receive generic error Unable To Perform the Operation but if they go into the transfer i...
    about 2 years ago in  0 Under Consideration
    With technology moving as fast as it is, we now have the capability of using our phones to deposit checks. Can AgilLink create something where we can scan the checks then upload and send the image to the bank (CNB) to be deposited?
    over 4 years ago in  0 Potential for future consideration
    Currently can only sort by specific client. Would be nice to be able to sort by client group as well
    over 4 years ago in  0 Potential for future consideration
    If you create a EFT today 4/10/19, the transaction date will be 4/10/19. If the transaction requires release on Easi, and does not get released until 4/11/19. the system changes the effective date so that it will be processed by easi, but it does ...
    over 6 years ago in  0 Potential for future consideration
    It's important to have control over the banking information attributes like SWIFT code and presently you have to either lock everybody out of e-pay maintenance altogether for vendors or lose all control of SWIFT codes (which are shared for the ent...
    about 2 years ago in  0 Under Consideration