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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...

AgilLink

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When searching (or really using links of any kind), the new window of the search result selected pops up behind all other open windows. It should pop up in the front since it is what needs to be worked on.
almost 3 years ago in  0 Potential for future consideration
Entitlements filter- ability to select active/inactive bank accounts only. Currently when filtering all clients (it lists both active/inactive bank accts). Other options to filter is entitlements available or not available. The all clients option ...
almost 3 years ago in  0 Under Consideration
We print this report daily for all clients and it's over 100 pages long- nearly half have no activity yet still print a blank page. Can we have the option not to print the page or generate no activity pages?
almost 3 years ago in  0 Already exists
Before when I ran a TB, it would show the roll up account in the detailed account. Now the descriptions in the roll up account do not show in the detailed descriptions. Can you please have the roll up account descriptions show up in the detailed a...
almost 3 years ago in  0 Already exists
summary or detail GL coding for credit cards should be a firm level option.
almost 6 years ago in  0 Removed
Save username, site code, and they will enter password 50% of approvals are on mobile site 50% are here
almost 6 years ago in  0 Already exists
Suppress accounts not on natural client from predictive searches.
almost 6 years ago in  0 Potential for future consideration
It would be great to have "All Electronic Payment Methods" as an option in the dropdown for Release Workflow - or the ability to use Ctrl & highlight multiple options. If we don't want/need to do a release for a physical check or after-the-fac...
almost 6 years ago in  0 Under Consideration
so we dont have to keep clicking around
almost 3 years ago in  0 Potential for future consideration
Deposit Ticket check box should be in red or a larger font. It looks like most people want it checked by default but most cases we're just recording and not send it to the bank.
almost 6 years ago in  0 Removed