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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.
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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user would like the ability to see the bank balances while approving invoices in the mobile browser. The user has the Mobile Internal user role permissions so they have the ability to see bank balances but those balances are not available while ac...
over 1 year ago in  0 Under Consideration
A time-out notification should appear on every page available in the system. If a user has not been active for a certain period of time, prior to logging them out, a notification should appear to enable to stay logged in or be logged out. Currentl...
over 2 years ago in  0 Under Consideration
Cash Receipts – Incoming ACH Use payor description instead of overriding from ACH
over 5 years ago in  0 Under Consideration
There needs to be more clarity on how and why the error, Invoice ID Already Exists occurs, as there's no indication in AgilLink currently.
9 months ago in  0 Under Consideration
It would be helpful for users to create adjusting journal entries without posting to ledgers until they are approved. In Legacy, we have this function and those users have the ability to run working trial balance reports showing the effects of the...
about 3 years ago in  0 Under Consideration
When an external user is approving a payment via the website or app (example: a client or partner), they do not have the ability to see invoice history or averages. This would be very helpful, so that they can see previous payments (example: LADWP...
over 3 years ago in  0 Under Consideration
Have the ability to choose which entities and reports will have levels. Currently if you are including levels in Report Automation, it is the same across the board on all clients. Example - Choosing Level 1 with a report template that includes the...
4 months ago in  0 Under Consideration
In Invoice approval process we can only sort by GL Codes. it would be helpful if we can also sort by Levels along with GL Codes. In datafaction legacy, divisions were sorted with the account codes, which helped with review process especially with ...
about 2 years ago in  1 Under Consideration
This is what the user would like to see Enhancement request when you use this E-Mail Document to send it does not allow you to create separate lines by hitting the "Enter" Key. in this case, I would like to have 3 separate lines – But it keeps eve...
over 2 years ago in  0 Under Consideration
Role adding and removal should be possible from the role screen. I’m currently having to go through 130+ user profiles one by one to adjust user roles. Would be WAY easier and time efficient if I could add or remove from the roles screen.
9 months ago in  0 Under Consideration