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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

Showing 1805
Able to export to excel/pdf search transaction results
over 4 years ago in  0 Removed
Able to export to excel/pdf search results
over 4 years ago in  0 Potential for future consideration
Users would like to be able to enter an Intercompany Journal with a cash account on an AP invoice without creating an Accrual and Cash entry in the checkbook register. Users would like to record the payable AND the payment in one intercompany jour...
over 4 years ago in  0 Already exists
The partners are looking for a report for ALL clients showing book and bank balance.
over 4 years ago in  0 Under Consideration
Just wanted to share some feedback/idea on the current reporting module in AgilLink. I find myself wishing there was a ‘Today’s Date’ option in the ‘Choose Date’ dropdown. Also, a ‘Last Month’ option would be potentially a good one which would fil...
over 4 years ago in  0 Removed
The aging report needs an invoice due date.
over 4 years ago in  0 Potential for future consideration
The report right now is lacking not very useful unless the due date is included.
over 4 years ago in  0 Planned
No description provided
over 4 years ago in  1 Already exists
Pathstone needs at least 35. Currently on allowed to have 25.
over 4 years ago in  0 Already exists
Expenses of payroll (salaries & payroll taxes) could be allocated to a department or location to allow for more accurate horizontal reporting of same.
over 4 years ago in  0 Already exists