Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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.
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...

AgilLink

Showing 1805 of 1805
Please reduce the number of clicks required to close a period. It's too much, and I don't think a warning and confirmation prompt are necessary.
7 months ago in  0 Under Consideration
There should be an option under Reporting to reprint bank rec reports instead of going through the entire process of reconciling again.
7 months ago in  1 Potential for future consideration
Currently when running reports to PDF, the header does not appear on every page. It would be great to have a checkbox option to have it included. This affects reports, such as the Ledger, when a user needs to take a screenshot of a page after page...
5 months ago in  0 Potential for future consideration
When you Duplicate a Bank Statement and select the function "Associate Immediately" - currently AgilLink times out and crashes. It would be nice if this feature worked.
about 2 years ago in  0 Under Consideration
Would like to see a dynamic variance column that represents the difference between whichever 2 periods your are choosing to display. (e.g. prior year end vs. current period, prior quarter end vs. current period, prior month end vs. current period)
3 months ago in  0 Under Consideration
No description provided
3 months ago in  0 Potential for future consideration
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...
8 months ago in  0 Potential for future consideration
A notification should be generated when an override of an invoice occurs alerting users
almost 2 years ago in  0 Potential for future consideration
This should be on the drop down for tasks & reminders instead of needing to go back to home page.
over 2 years ago in  2 Under Consideration
In Legacy, there would be an error message generated on the screen if an international wire was paid after the wire cutoff time. Can that feature be added to AgilLink so that we know instantly if that wire needs to be reprocessed the following day...
over 3 years ago in  0 Under Consideration