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PINNED Option to Delete a Swift Code
Submitting enhancement on behalf of NKSFB, LLC, site code: 10084. User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.
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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I was recently advised that in order to avoid locking (pick a subject), that we should hit CANCEL at the bottom of the screen instead of the X to close the window. Could the CANCEL button be added to the top of the screen to avoid having to scroll...
over 1 year ago in  1 Under Consideration
I'd like to suggest an additional function to the AGL Credit Card workflow - ability to select multiple line items for simultaneous coding. OR.. the "Machine Learning" function to also apply to "Split" line items. Only non-split line items seem to...
3 months ago in  0 Under Consideration
The dropdown list to select Transfer Templates is organized based on when the template was created. Organizing alphabetically will make it easier to identify the correct template to use. This would benefit any client with a long list of transfer t...
5 months ago in  0 Potential for future consideration
More options to customize placement of underlines and $ signs on balance sheet and income statements. For example - on the balance sheet, when using Total Column Offsets, I do not want an overline on my Total Current Assets amount, I would want i...
over 5 years ago in  0 Potential for future consideration
Currently external users can only approve international wires on the mobile app. This should also work for the AgilLink website, for users who do not choose to utilize the app. It is incredibly inconvenient to have to switch between the browser an...
3 months ago in  0 Under Consideration
It would be very helpful on vendors who have coding lines that should not receive a 1099. Example, paying rents and reimbursing expenses - if we could mark the vendor's Rent Exp for 1099s and Unmark the expense reimbrusement coding lines in the ve...
9 months ago in  0 Under Consideration
Please add the option to sort for Recurring/Non Recurring Invoices to the Pending/ To Approve/ To Release/ To Pay screens. Right now, we can only sort that way on the To Review page - that is not a sufficient use of that utility.
4 months ago in  0 Under Consideration
this would allow notes like - foregin vendor over 10K start holding taxes
over 2 years ago in  0 Under Consideration
The cash transaction summary report only shows the final balance of the GL accounts for the chosen period of time(usually year end balance). Would like to see the balance for each month of the chosen period.
over 2 years ago in  3 Potential for future consideration
Invoice Image and Coding to be displayed in one window, not multiple. Coding info on left/right side with image center or larger within the same window. This will make the review process more efficient.
about 1 month ago in  0 Potential for future consideration