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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...
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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 ...
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AgilLink

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See TFS# 118682
about 4 years ago in  0 Potential for future consideration
I submit ideas, but I find them hard to find in the community. We should be able to search specific IDs, and in the cases that they are merged with other IDs, both IDs should be able to manifest search results.
about 4 years ago in  0 Potential for future consideration
Feature change to the Cash Flow report to allow grouping by GL code subcategory. Please see attached.
about 4 years ago in  0 Already exists
Most specifically on the Upload Images page. but probably a lot of other pages as well.
about 4 years ago in  0 Already exists
Joe Pengelley at Gelfand, Rennert & Feldman, LLC would like a column added for user roles, and to allow users to sort.
about 4 years ago in  0 Potential for future consideration
No description provided
about 4 years ago in  0 Potential for future consideration
Currently the balance alerts only go out for accounts with daily activity. Octagon is requesting the alerts to be sent out regardless if the account has any activity for that given day
about 4 years ago in  0 Potential for future consideration
Add a menu option with the ability to print/drill down to show all recurring invoices set up for a client. Currently there is not a list of recurring invoices, you have to search through transactions, enter invoices, select "R" on the invoice line...
about 4 years ago in  0 Potential for future consideration
No description provided
about 4 years ago in  0 Potential for future consideration
Legacy Gap Users at firm Platinum Financial prefer working with one single large monitor. They want the option to customize the position of the invoice approval & image window in the same monitor as they are approving invoices so that they're ...
about 4 years ago in  0 Potential for future consideration