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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...
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.

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Showing 304
Same as approving invoices, it would be handy to see the available balances before approving any EFTs
over 3 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
Entitlements page, change default to All and not Entitlement Available.
almost 3 years ago in  0 Shipped
The "Gl Code" credit card coding report does display Levels, but the "GL Code Totals" credit card coding report does not display Levels.
almost 3 years ago in  0 Shipped
On the enter Invoices, record deposits, record payments screens, one should have the ability to stay on that screen and switch between different clients, but once a client is selected, keep the search button (+/-) available to populate the uploade...
over 6 years ago in  0 Shipped
No description provided
almost 3 years ago in  0 Shipped
If a note has been entered for an invoice (or any transaction), auto expand the notes section in the details window so the approver doesn't have to expand (see attached)
almost 5 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
After searching for a JE in Search Images & Transactions, you get a list, and then open the posted JE by clicking on the JE link. Please add the display of the JE # in the JE screen that appears. On both tabs: Journal Entry and Details. This i...
almost 3 years ago in  0 Shipped