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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 1756 of 1756
No description provided
almost 4 years ago in  0 Potential for future consideration
No description provided
almost 4 years ago in  0 Under Consideration
No description provided
almost 4 years ago in  0 Potential for future consideration
Would like to have option to have the Account repeat on each row in the Ledger report. After implementation it would function the same as the Contra account column.
about 4 years ago in  0 Potential for future consideration
GRF uses a Bank Rec custom category to review bank recs for Month End. They would like to edit the category fields directly from the search results screens.
about 4 years ago in  0 Potential for future consideration
Add visibility for FYI and To Review to be visible in the mobile App for Agilink
about 4 years ago in  0 Under Consideration
Currently emails sent from AgilLink comes from noreply@datafaction.com. Can we change this to the user's email on file? For example, an approver enters a comment and selects to notify a specific user. The email is sent from noreply@datafaction.com...
about 4 years ago in  0 Potential for future consideration
On the Income Statement, Balance Sheet, and Schedules the word Template is used which should actually be the word Style (In the Financial Statement Style Section the word is "Style") Calling this a Template causes confusion as it is not a Template...
about 4 years ago in  0 Under Consideration
Users are able to create cuustom categories with the same name as shipped categories (Invoices, Credit Cards, etc). The system should not allow custom categories with the same names as what is standardly shipped as categories to upload documents i...
about 4 years ago in  0 Potential for future consideration
see attached
about 4 years ago in  0 Potential for future consideration