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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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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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    The reports give very generic data. It would be great if we can choose what type of data we want when we run reports. For example, for "Deposits Report," I want to see which user scanned the document and what time they entered the document. We sho...
    over 3 years ago in  0 Removed
    To review the journalized coding of the credit card since there is no option to run a journal report for credit cards only and everything comes into the report if you search by journal entries. Legacy report DO CC RPT-IMPT.
    over 3 years ago in  0 Already exists
    I have access to all the clients because I'm an admin but I only work on a few of clients. Agilink needs to mirror the workflow email notifications like Datafaction where you only get the emails if you are an approver on the client. Right now I ge...
    almost 7 years ago in  0 Already exists
    Ability to override client name on 1099's just like we are able to do so on vendor name/address
    almost 7 years ago in  0 Potential for future consideration
    When doing GL review, different people have to see the same record multiple times. The lock prevents a back and forth discussion and review of GL items.
    over 3 years ago in  0 Already exists
    At the moment, if you check off grand totals it will total all columns with no distinguishing between the columns. There should either be a way to decide which columns will be added as part of the total or total each column based on level separate...
    over 3 years ago in  0 Potential for future consideration
    On the “Upload Single/Multiple Documents” screens, while uploading images, a list should populate on that same screen that shows all the images that one has uploaded thus far to the client rather than having to navigating to the main screens perta...
    almost 7 years ago in  1 Already exists
    In the Workflow page the predictive lookup for templates should sort alphabetically by description. In addition, when zooming to workflow template definition page, the existing workflow templates should sort alphabetically by description as well. ...
    almost 7 years ago in  0 Removed
    I would like a daily notice sent to me if I have items that I haven't approved yet. I may see the initial email but then get distracted and forget. A daily reminder will help keep me on track of items that are waiting for me.
    almost 7 years ago in  0 Already exists
    Much like with QBO, it would be great to allow customers to pay invoices via ACH by entering their banking info via secure link in the invoice/email.
    almost 7 years ago in  0 Removed