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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 1809 of 1809
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.
over 4 years ago in  0 Already exists
Add visibility for FYI and To Review to be visible in the mobile App for Agilink
over 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...
over 4 years ago in  0 Removed
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...
over 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...
over 4 years ago in  0 Removed
see attached
over 4 years ago in  0 Removed
See TFS# 118682
over 4 years ago in  0 Removed
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.
over 4 years ago in  0 Removed
Feature change to the Cash Flow report to allow grouping by GL code subcategory. Please see attached.
over 4 years ago in  0 Already exists
Most specifically on the Upload Images page. but probably a lot of other pages as well.
over 4 years ago in  0 Already exists