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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 1842 of 1842
Currently cannot delete certain GL accounts that are not being used. I Keep getting an error message saying "Unable to delete account since it has associated journals. To find the transactions please visit the Journals Report Page." There is nothi...
about 3 years ago in  0 Already exists
You should have materials available that highlight the Client experience with AgilLink. Sample Reports, Demo of the Client approval access, etc.
about 6 years ago in  0 Removed
Add a new option to only add the currency sign on the first line of each section of the financial statement. Currently you can only do first line and totals.
about 6 years ago in  0 Removed
When running a Trial Balance, you can delimit the report only by the first Level. This is fine is all levels are an implied hierarch (e.g. Tour, Continent and City, or Series and Episode). The problem is when the levels ae independent (e.g. Proper...
about 6 years ago in  0 Under Consideration
Currently through vendor import you may say that a vendor may be paid via int'l wire, however there are no spaces in the upload file to include the extra info required such as SWIFT and IBAN
about 6 years ago in  0 Removed
Currently, external users can only view coding breakdowns on invoices via the app. Many external approvers would prefer to approve invoices via their desktop (as it is a larger space to view invoices); however, it currently does not provide any co...
about 3 years ago in  0 Under Consideration
When exporting the cash flow report (description on separate column) to Excel, the description line is not aligned with the payee or net amount line. I need to manually fix each entry before being able to send this report out to clients
about 6 years ago in  1 Removed
When I export a report like the invoice register to excel and try to print, I have to redo the margins each time to ensure it prints properly. The left margin is always set to .25 and the right is set to 0
about 6 years ago in  0 Removed
I need to created globally saved reports (ledger, balance statements, income statement, etc.) that cannot be edited by users, just used by them. I create formatted reports for the entire firm to use to be consistent, but I need to make sure no one...
about 3 years ago in  0 Already exists
As a reporting option, I would like to see a % variance between current and prior period. I can select $ variance, but again would also like a column for % variance.
about 3 years ago in  0 Already exists