Pinned ideas

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 Ledger Report Defaulting to Levels rather than Consolidated/No Levels

Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...

AgilLink

Showing 1756

1 VOTE

Reduce time for lockouts in Agiling to a max of 30 minutes

User was locked out over the weekend and had to wait two hours to unlock as they did not want to change their password.

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Add epay account information from the vendor screen as an option to include on the vendor listing report.

No description provided

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Add option for users to unlock profiles without resetting password or contacting Admin

Case is 00745274

almost 4 years ago in 0 Potential for future consideration

1 VOTE

To have the option to select a journal date for the intercompany split journal on credit cards

No description provided

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Add the Cash flow report to multi client financials

Add the cash flow report as an option to multi client reporting. Running a combined cash flow report on multi entities simultaneously will create efficiency. Currently, we have to manually create side by side cash flow reports

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Block user from entering Cash Accounts in Journal

A way to block users from entering journal entries to gl cash accounts (0001-0001) and still allows invoices to be paid, deposits to be processed and payments to be entered to that same cash gl account

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Print Documents with Checks

Allow an option to print related or associated image to print with checks

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Ability to sub out a delegate that is in an active delegation rule within the same time period.

Currently it doesn't allow it and error appears

almost 4 years ago in 0 Potential for future consideration

1 VOTE

workflow delegations by client

Even though we have partner & client specific delegation set , we cannot add another delegation for that same partner on another set of clients with a different approver. Not sure why delegations are client specific if it is not allowed but it...

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Bank Rec - Removing Matching Tolerance for Statement Date Range

Should be no Tolerance beyond the date range entered for the matching process

almost 4 years ago in 0 Potential for future consideration