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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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AgilLink

Showing 1809
For consistency with the new Level page, please enable the changing of the ID for the Product ID. Additionally, please add the pen and paper icon to the Sales Revenue GL field, so that GL codes can be set up on the fly.
over 2 years ago in  0 Removed
There's no designation in the bank rec report for a manual bank rec or an auto bank rec. A way in the system to designate in the system that a standard was done.
over 2 years ago in  0 Potential for future consideration
EFTs that become stale need to have the date be automatically update as they go through approval.
over 2 years ago in  0 Under Consideration
EFTs with payment and deposit create 3 records in to view. The Transfer, The Payment, The Deposit.
over 2 years ago in  1 Potential for future consideration
AgilLink currently validates transactions to ensure the transaction date is within an open period. This validation should also check to see if the bank account has been reconciled and not allow the transaction to be submitted if reconciled
over 2 years ago in  0 Potential for future consideration
December invoices should show on the year end A/R aging report
over 2 years ago in  0 Potential for future consideration
Ability to upload/import record payment/disbursements
almost 5 years ago in  1 Under Consideration
Why does it take 1 or 2 tries for the filtering to kick in? It always goes back to the main screen with all groups
over 2 years ago in  0 Already exists
It just makes sense
over 2 years ago in  0 Removed
When multiple columns are added to the AP Aging Report the 10th column falls off into a separate page even though there is plenty of room for it.
over 2 years ago in  0 Under Consideration