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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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Clients would benefit from the ability to be able to login to our mobile app from Vacation in Europe or abroad. We also have users that travel on business and would still need to approve transactions for the firm.
about 1 year ago in  0 Potential for future consideration
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3 months ago in  0 Potential for future consideration
In cases where a vendor changes their banking information or address, it is a lot of manual work to go into each of the entities that vendor is in, in order to update that information. Could the ability to have the Vendor Upload be used to make ch...
3 months ago in  0 Potential for future consideration
Just a suggestion to include additional information for vendors under "1099 Payments" tab when you go to "Define vendors" and select a vendor to view their profile. For recording purposes - please include the "Federal Tax Classification of the per...
over 1 year ago in  0 Potential for future consideration
The edit document window when pulling up a document from the search is way too large - leaving the actual document window super small. The editing side should be the smaller piece allowing for full 100% view of the actual document.
about 1 year ago in  0 Potential for future consideration
When entering several invoices in a row, it is easy to miss a high priority note since it is on the "details" tab instead of the invoice tab. High priority notes should be saved with or next to the comments.
over 1 year ago in  0 Potential for future consideration
It would be helpful if we could see time scanned in the inbox instead of just the date.
over 1 year ago in  0 Potential for future consideration
Why would the report default to showing unpaid invoices? This is counter-intuitive and no other platform does this.
10 months ago in  0 Potential for future consideration
Reporting - Accounts Payable - Vendor Report Would like to be able to run a vendor report like we had on Legacy. I was able to print a vendor report by client showing all details including login information. I was not able to find such report on A...
7 months ago in  0 Potential for future consideration
A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink release that went out last night, but a...
3 months ago in  0 Potential for future consideration