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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.
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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Ability to run a report to see who has visibility to certain clients/groups, and include their user roles, ang log-in/log-out information
over 3 years ago in  0 Shipped
I often copy & paste emails from clients with more information, but they don't fit if only 200 characters are allowed. Imaging doesn't seem to have a maximum.
almost 6 years ago in  2 Shipped
Clients would like to be able to setup recurring definitions with a Date token in the Invoice description. For example, if I setup a recurring definition with MM/DD/YYYY, the invoices generated would have the date they were generated in the invoic...
over 6 years ago in  0 Shipped
Same as approving invoices, it would be handy to see the available balances before approving any EFTs
over 3 years ago in  0 Shipped
Entitlements page, change default to All and not Entitlement Available.
over 2 years ago in  0 Shipped
Users would like to be able to inactive level items that are no longer in use. Not the entire level but one or two of the levels defined within.
over 3 years ago in  1 Shipped
The "Gl Code" credit card coding report does display Levels, but the "GL Code Totals" credit card coding report does not display Levels.
over 2 years ago in  0 Shipped
when uploading excel royality files many of these are well over the 25 mb size limit - yet if you can convert to .xlsb it reduce. see attached
almost 2 years ago in  0 Shipped
With email notifications to vendors for wire/ach processing, when the wire is international and in a foreign currency, is it possible for the notification to be sent to report the foreign currency amount that has processed rather than USD? We've h...
almost 2 years ago in  0 Shipped
No description provided
over 2 years ago in  0 Shipped