Pinned ideas

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...

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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Showing 1842 of 1842

1 VOTE

REMOVE THAT POP UP BOX "MORE THAN ONE RECORD FOUND"

STOPS US FROM PROCESSING EFFICIENTLY

almost 3 years ago in 0 Removed

2 VOTE

Add fields to Vendor Upload template to include required fields for International Wire

Enhance the Upload Vendors function to upload international wire payment method and required information for that method.

almost 6 years ago in 0 Under Consideration

2 VOTE

when sending invoices straight from Agillink, could the invoice have receipents' emails on it?

that way everyone would know who the invoice was sent to without going into the client. not everyone has access to client details.

almost 6 years ago in 0 Removed

2 VOTE

If logged into a Template Client and clicking on a "To Enter" section, don't bounce the user back to homescreen

Being logged into a Template should be the same as being logged into a standard account and then clicking on another client's image - it prompts you that you're about to switch to a different client code. Bouncing back to the home screen to switch...

almost 6 years ago in 0 Under Consideration

1 VOTE

Aging Report, Balance Sheet, AP GL codes

There are two scenarios for APs on AgilLink in case of accrual basis. The entered invoice are shown on company’s Balance Sheet, the aging report can be run properly and these invoices are sitting in Pending box. This scenario is perfect when compa...

almost 3 years ago in 0 Already exists

2 VOTE

Enhancement to signature adjustment

I understand with AgilLink, this task was pushed to the client side but the software is difficult to manipulate with what should be fairly straightforward. For example, I have been wrestling with one client signature for an hour to try and get it ...

almost 6 years ago in 0 Removed

2 VOTE

Document and Transactions - No Record of Email

No record of emails that go out through AgilLink

almost 6 years ago in 0 Under Consideration

2 VOTE

Home Page - Add Client Code

Add Client Code to home page, some client names are similar

almost 6 years ago in 0 Already exists

2 VOTE

Allow Multiple Tabs Cross Client

• Multiple tabs – forces to navigate to same client • Cross Clients – Advanced search • Payments going to vendor - look up invoices while coding out credit card

almost 6 years ago in 0 Under Consideration

2 VOTE

Reports - Set Output for Saved Reports Setting

Set output method for Saved Report Setting

almost 6 years ago in 0 Under Consideration

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