Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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.

All ideas

Showing 1756 of 1756
Give admins a setting so they can disallow users from setting up online banking email notifications to an alternate email address
about 5 years ago in  0 Potential for future consideration
SINGLE SIGN ON CAPABILITY INTEGRATION to the firm's windows network
about 5 years ago in  0 Potential for future consideration
In legacy, two laser signatures were allowed to print on a check and it only required one approver. In AgilLink the behavior is different: only one approver per laser signature is allowed. The clients for the trial period do require 2 laser signat...
about 5 years ago in  0 Already exists
This is a security issue of high concern - Users can continually reprint the same check until the pop-up window is closed. In Legacy, only DF Admins are allowed to reprint checks.
about 5 years ago in  0 Potential for future consideration
This will allow more flexibility between teams wanting ultra-summarized vs. those who don't
about 5 years ago in  0 Potential for future consideration
The validation should be updated to report the three following conditions as errors: If a bank account definitions contains a RECON.BANK token that does not exist in the DFT.BR,BANKS file * and * where the subroutine is not BR.SUB.IMPORT.CNB
about 5 years ago in  0 Potential for future consideration
The validation should be updated to report the three following conditions as errors: If a MDS,CLIENT_XXX,BANK-DEF,BANK-DEF file cannot be opened
about 5 years ago in  0 Potential for future consideration
You should be able to inactivate a user with a future date. If I know an employee is going to be leaving my firm I should be able to prepare for that by going in and placing a future inactive date on that user.
about 5 years ago in  0 Potential for future consideration
Users prefer to have the same format for letters as the last import. The Direct Deposit and Tax impound float default to Mixed cap ("Tax Impound") in the description. If the Client uses all caps, they would like this to update to their preference ...
about 5 years ago in  0 Under Consideration
In AgilLink we use levels not divisions but yet when you go to run the trial balance report it says divisions. We should clean up this nomenclature and stay consistent throughout AgilLink.
about 5 years ago in  0 Under Consideration