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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 Increase Character Limit in AgilLink -Int'l Wires
The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...

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Showing 1814 of 1814
Have the ability to view wiring instructions on the mobile app when approving payments
about 4 years ago in  0 Under Consideration
In order to make a partial payment on an old invoice it is presently required to reopen back to the invoice period in order to make the payment. And then one needs to reclose. We do have instances in with small payments are made on old invoices, s...
about 4 years ago in  1 Removed
User was locked out over the weekend and had to wait two hours to unlock as they did not want to change their password.
about 4 years ago in  0 Already exists
No description provided
about 4 years ago in  0 Potential for future consideration
Case is 00745274
about 4 years ago in  0 Potential for future consideration
No description provided
about 4 years ago in  0 Already exists
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
about 4 years ago in  0 Removed
Allow an option to print related or associated image to print with checks
about 4 years ago in  0 Removed
Currently it doesn't allow it and error appears
about 4 years ago in  0 Potential for future consideration
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...
about 4 years ago in  0 Potential for future consideration