Pinned ideas

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.

AgilLink

Showing 1814 of 1814

2 VOTE

Ability to manually adjust data on deposit slips in AgilLink

Logged on behalf of Angela from Wiles & Taylor, site 10093. Ability to manually adjust data on deposit slips in AgilLink (specifically MICR line)

almost 6 years ago in 0 Potential for future consideration

1 VOTE

Emailed Links for approval will open the App in mobile

It would be great to be prompted to open the Agillink app when clicking "To Approve" links on a mobile device.

almost 3 years ago in 0 Under Consideration

1 VOTE

"Star" high important bank accounts

Hello I thought I would submit a request the main homepage of AgiLink, it shows all of my clients under the Bank Balance and Activity and it allows me to filter it by account, current balance, or ledger balance but there's a main 10 clients that I...

almost 3 years ago in 0 Potential for future consideration

2 VOTE

Bill Pay Status

An estimated delivery date for bill pay drafts should be added to the status as it was in dfweb,

almost 6 years ago in 0 Already exists

1 VOTE

Precheck all "Standard Payment Methods" in the bank defs on all new bank accounts

When setting up a new bank def, "Check" and "Automatic Debit" are prechecked. Can "ATM/POS" and "Online Payment" also be prechecked as a default? I do not understand why they are not. Thanks,

almost 3 years ago in 0 Removed

1 VOTE

Need to ability to upload J.E. excel spreadsheets that have calculations in the cells.

No description provided

almost 3 years ago in 0 Already exists

1 VOTE

Need an "Amount" field in the Journal Audit Report search criteria.

No description provided

almost 3 years ago in 0 Potential for future consideration

1 VOTE

The ability to reset the workflow on created but unapproved invoices

Currently resetting workflow applies to all created invoices. We would like an option that resets the workflow on created but not yet approved invoices.

almost 3 years ago in 0 Already exists

1 VOTE

Adding a "Check Amount" search criteria in the invoice Search page.

Currently when searching for an invoice in the Search page, there is a field that can completed called "Amount." This "Amount" field only pertains to the invoice amount and not the check amount. It would be great to add a "Check Amount." If one ch...

almost 3 years ago in 0 Under Consideration

1 VOTE

Adding additional columns to the Percentage Fee Report

Currently there are 5 columns possible on the Percentage Fee Report. We could use 10 columns. Right now we are exporting to Excel twice, cutting and pasting the 2 reports together to make one report.

almost 3 years ago in 0 Removed

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