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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 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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AgilLink

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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
Joe Pengelley at Gelfand, Rennert & Feldman, LLC would like a column added for user roles, and to allow users to sort.
over 4 years ago in  0 Already exists
No description provided
over 4 years ago in  0 Already exists
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
over 4 years ago in  0 Already exists
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...
over 4 years ago in  0 Already exists