ADD A NEW IDEA

Pinned ideas

View all
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...
Share feedback 0
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...
Share feedback 0

All ideas

    Showing 1837 of 1837
    Currently you are able to save reports by user, client or globally. It would be great to add the ability to save by group as well. This would save a lot of time for groups by client/partner who have custom reporting needs.
    10 months ago in  0 Potential for future consideration
    I'd like to be able to more easily search amongst numerous clients to review bank activity. Recommend adding a type search function to the highlighted drop down.
    2 months ago in  0 In Development
    Requesting to have the decimal points more than 2. We have commissions that needs to be set 5 decimal points. For example, .04125 rounds up to .04 percent currently. That's $4,000 vs. $4,125 on $100,000.
    4 months ago in  0 Under Consideration
    Just like the Vendor has fields to e-mail a vendor when they are paid, we'd like a field in the payors such that anytime a deposit is made for that payor you can send an e-mail with the details. (Bonus - as requested on the vendor version if you c...
    2 months ago in  0 Potential for future consideration
    If red font was used for any negative balances on the home page, it would be easier to manage bank accounts.
    almost 3 years ago in  0 Removed
    When a user is a first step approver and a delegate in another step, the display of the inboxes doesn't indicate whether the approver is approving as themselves or as the delegate. They need to open each invoice and look at the workflow. Can we ad...
    over 1 year ago in  0 Potential for future consideration
    At the moment when you attempt to Partially pay an invoice which is dated in a closed period you will receive an error. The error occurs because partially paying an invoice creates a second invoice with the same ID plus a -1 and since its trying t...
    over 3 years ago in  0 Potential for future consideration
    It would be nice to have a pen and paper icon when selecting a Calendar while creating a new client. That would allow users to continue creating the client instead of having to leave all the information they have already entered and start over aft...
    2 months ago in  0 Potential for future consideration
    I would like the ability to change the bank or vendor after the invoice has been entered. Right now, you have to redo the invoice.
    about 6 years ago in  5 Under Consideration
    Give users the option to include the detail description on the cashflow report. Several firms feel this would be beneficial when providing this report to the end client for review as they utilize the detail description on GL breakouts.
    over 3 years ago in  0 Potential for future consideration