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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...
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 1809 of 1809
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
No description provided
over 4 years ago in  0 Under Consideration
In doing admin training for DeThomas Bobo today it seems there is a change in how the custom category page operates. When trying to create a simple custom category of AP Backup the page would not let me submit it unless I put something in the fiel...
over 4 years ago in  0 Potential for future consideration
No description provided
over 4 years ago in  0 Potential for future consideration
Please include an option to print the bank account number in the bank rec header. Easier to identify which account the bank rec is for. And maybe make the print a little bigger to be more readable?
over 4 years ago in  0 Already exists
When a user reviews a recurring invoice and then it goes through workflow approval it lists that the reviewer 'approved' in the first step. This is very confusing it should say that the user 'reviewed' in the first step.
over 4 years ago in  0 Removed
Would like to be able to have a commissionable deposit approved instead of the invoices it creates.
over 4 years ago in  0 Under Consideration