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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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Thank you for making the details of an image easier to edit, but now I can't see the details of the image (who/when it was uploaded) Can we please have that back? It seems like you can't see the details until you attach the image to a transaction.
almost 3 years ago in  0 Under Consideration
Would be useful to code directly from the balance ledger instead of only through the Bank - Auto recon
almost 3 years ago in  0 Potential for future consideration
Regardless of the folder that you are in (Pending Invoices, Invoices to Enter, etc.) you should be taken back to the main screen instead of being prompted to change client by default. Many times I go into these folders to complete a specific task ...
almost 3 years ago in  0 Under Consideration
The reports give very generic data. It would be great if we can choose what type of data we want when we run reports. For example, for "Deposits Report," I want to see which user scanned the document and what time they entered the document. We sho...
almost 3 years ago in  0 Potential for future consideration
Add an option to drill down on the open balance for a customer. Should be able to click on open balance under the customer definition page to see the details of what makes up the balance without having to run an aging
over 5 years ago in  0 Under Consideration
To review the journalized coding of the credit card since there is no option to run a journal report for credit cards only and everything comes into the report if you search by journal entries. Legacy report DO CC RPT-IMPT.
almost 3 years ago in  0 Already exists
When doing GL review, different people have to see the same record multiple times. The lock prevents a back and forth discussion and review of GL items.
almost 3 years ago in  0 Already exists
At the moment, if you check off grand totals it will total all columns with no distinguishing between the columns. There should either be a way to decide which columns will be added as part of the total or total each column based on level separate...
almost 3 years ago in  0 Potential for future consideration
It currently works this way in Datafaction and should be duplicated in AgilLink. We use it.
almost 6 years ago in  0 Under Consideration
If a user checks the Yes button for Use next Payment number, the button should remain checked for the session that the use is in. Currently after submitting a payment, the user has to select use next payment number each time.
almost 6 years ago in  0 Potential for future consideration