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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 1814 of 1814
If an email address (user, vendor, or otherwise) is typed incorrectly, it will result in users thinking they are sending emails or notifications, but the recipient never receives them. This causes confusion and he said/she said, when it is discove...
almost 7 years ago in  0 Removed
Admins would like to be able override workflow and send electronic payments (ACH, Wire, Int'l Wire)
almost 7 years ago in  1 Removed
If you were previously paying all split charges from a specific bank bank account but want to change it, even if you change the bank account on the listed split charges in the Define Credit Card menu, you will still need to manually change each sp...
over 3 years ago in  0 Under Consideration
Include Summary account titles in Detail reports without giving a total. Include the summary account name and all the details below it, so that you can see what it rolls up to.
almost 7 years ago in  0 Removed
this is a useful cause currently if Easi has a rejected / cancelled alert, the transaction in Agillink will still reflect as paid which is accurate. It would be helpful if Agillink can update the invoice so it is identified as rejected or cancelled.
almost 7 years ago in  0 Removed
Instead of users needing to set up each individual SWIFT code with the corresponding banks, is there a possibility for AgilLink to upload SWIFT information from a database (that the bank potentially uses), and have them available in AgilLink for a...
over 3 years ago in  0 Under Consideration
As these are CNB accounts, it would be great to receive the feed to be able to process auto bank recs on these accounts
over 3 years ago in  0 Under Consideration
Have the ability to sort accounts by financial style, GL account or description on the Schedules. Currently only available on Balance Sheet and Income Statement.
over 3 years ago in  0 Potential for future consideration
If a credit card is tied to a repetitive, after it has been coded out, it automatically goes into the "To Approve" inbox, instead of staying in the "To Review" inbox with the rest of the repetitives. It would make sense if it remained in the "To R...
over 3 years ago in  0 Under Consideration
we need drop down menus for divisions (among other entry boxes) so that we can see a list of all available options for that entry versus trying to guess what to type to pull up the right choice. Forward slash sometimes pulls up a list, but most of...
over 3 years ago in  0 Under Consideration