Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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...

AgilLink

Showing 1805
No description provided
over 4 years ago in  0 Removed
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 ...
over 4 years ago in  0 Removed
No description provided
over 4 years ago in  0 Potential for future consideration
Once I click the Document category, it is very easy to use tab, space bar (for check boxes), enter, arrow keys and typing to search, however, after a document uploads, I have to use my mouse again, or push tab 100 times to re-navigate to the Docum...
over 4 years ago in  0 Removed
Currently, when training transactions to auto post, there is only an option for one GL coding line. Some transactions we have trained have the same coding, but multiple GL lines required. Having the option to add multiple GL lines would be great i...
over 4 years ago in  0 Removed
It would be very helpful for users to be able to view entitlements when confirming if new bank account entitlements have been activated or have not been activated in AgilLink. Allowing "view only" access feature will save users a lot of time....
over 4 years ago in  0 Potential for future consideration
Add a user role column to the user role advance search results grid
over 4 years ago in  0 Already exists
Logged by Asher. See TFS# 122744
over 4 years ago in  0 Already exists
Will provide ability to see related client accounts on one screen
over 4 years ago in  0 Removed
We have restricted ability to add signature rules in the bank account definitions but it would be good for users to be able to see it as a view only option so they can see what the rules set up is.
over 4 years ago in  0 Removed