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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...
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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...
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    Showing 1842 of 1842
    Acct. Mgrs. & partners not liking this functionality.
    over 6 years ago in  1 Removed
    A/R Module should include Open Invoice Reports.
    about 3 years ago in  0 Potential for future consideration
    Update repetitive to follow business workweek vs. 7 days a week. Definitions currently don't take into account weekends or holidays. This is an option in Business Suite
    about 3 years ago in  0 Removed
    Rounding accounts are no longer required with real time rates, why do we still require this on new int wire requests?
    about 3 years ago in  0 Removed
    It would be great to be prompted to open the Agillink app when clicking "To Approve" links on a mobile device.
    about 3 years ago in  0 Under Consideration
    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...
    about 3 years ago in  0 Potential for future consideration
    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,
    about 3 years ago in  0 Removed
    No description provided
    about 3 years ago in  0 Already exists
    No description provided
    about 3 years ago in  0 Potential for future consideration
    Currently resetting workflow applies to all created invoices. We would like an option that resets the workflow on created but not yet approved invoices.
    about 3 years ago in  0 Already exists