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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...

AgilLink

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Links to view split credit card GL lines on a CC - AP invoice are disabled.
over 4 years ago in  0 Under Consideration
New permission to allow users to deactivate a GL account without giving them the ability to create a new GL account
over 6 years ago in  0 Removed
It would be extremely helpful to be able to click a number of invoices to select for e-mail (link or attachment) from the "To Approve" box. Often I want to send a batch, or one invoice to a client with questions/approval from my level -- or a batc...
over 4 years ago in  0 Under Consideration
When deleting a financial statement style, if that style is used in a Report Automation Template, then an error will appear that relays a SQL error, but is ultimately caused by that. On attempting to delete a financial statement style, it should a...
about 2 years ago in  0 Already exists
Document ID should have record of the reject note date and time left on the document. When an invoice is fixed, it deletes originally reason why it was rejected.
over 6 years ago in  0 Removed
You should be able to cycle through all of your approvals across all clients on which you are the assigned approver instead of having to go out the main approval page after approvals are done for a specific client.
about 2 years ago in  0 Already exists
More and more vendors are now accepting/requesting credit card payments. For example we currently use our American Express each month to pay two different compliance companies. At the end of the year we should 1099 them. We are having to track and...
over 4 years ago in  1 Removed
Should be able to create a budget irrelevant of time. For example, a concert tour that could be over several years. Assuming I use levels for coding all income/expenses to a specific tour, I should be able to create a budget so I can do a budget t...
over 6 years ago in  0 Already exists
Can the View Deposits window be customized to include the GL account Description and Deposit Description? I do understand I can run a report, but it would seem more efficient if I can see as the deposits are recorded. Column size for: deposit numb...
about 2 years ago in  0 Potential for future consideration
Right now when you are reviewing deposits, it randomly skips to another client - even if you have filtered to view one particular client. There may be 10 deposits to review on one client and then after the 2nd or 3rd you suddenly get the message t...
about 2 years ago in  1 Already exists