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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 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

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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
Would be a big time saver when compiling invoices for reimbursements to be able to search for all images by Level
about 2 years ago in  1 Potential for future consideration
I have access to several groups on my logon. It would be very helpful to select specific groups for XYZ function I'd like to run. For instance, I only want to review Pending invoices for 3 of 6 specific groups. Choosing specific clients would take...
10 months ago in  0 Potential for future consideration
Currently report automation can only be run by client list. It would save a lot of time if it could also be run by client groups, as those groups are already set up by client and/or desk.
about 2 years ago in  2 Under Consideration
When associating a deposit image immediately, once completed, the program goes back to the upload screen rather than giving the option of printing a deposit ticket/slip. You then have to back to the deposit to bring up the ticket print option screen.
about 2 years ago in  1 Under Consideration
While there does exist the payment register report and payments by client report, there isn't a dedicated report for check counts issued on a monthly basis.
7 months ago in  1 Potential for future consideration
For fraud prevention: Stronger/Better visual on invoices when vendor information has changed. In the To Approve and Pending invoice workflow, there should be an icon next in the 2nd column (like the yellow notes or recurring item icons) that indic...
over 2 years ago in  1 Potential for future consideration
Instead of needing to create a client list, have the ability to run Report Automation by a single client or multiple clients. Sometimes Report Automation is being used for a single client for many reports, and creating a list seems unnecessary.
about 2 months ago in  0 Under Consideration
Reporting - Accounts Payable - Vendor Report Would like to be able to run a vendor report like we had on Legacy. I was able to print a vendor report by client showing all details including login information. I was not able to find such report on A...
3 months ago in  0 Potential for future consideration
Currently there is no umask password option on the AgilLink login screen. Having this feature will help users verify the password they're inputting is correct.
7 months ago in  0 Under Consideration