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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...
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.

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Within Business Suite, users can run specific wire detail reports which give detailed information on wires that have been sent. Currently, AgilLink users will need to drill down into an invoice to get specific details. Users have asked to have a w...
about 1 year ago in  0 Under Consideration
Would be nice to be able to set this on the client level as different desks work differently within the same firm. This preference is wildly different from one desk to another. It's a hinderance to turn if off on desks that don't reconcile frequen...
5 months ago in  0 Under Consideration
AR Invoices are not a default category in Search Images & Transactions. Please add category so that AR invoices can be searched without going into Enter AR Invoices.
about 1 year ago in  0 Under Consideration
Related documents should show the Description of the related document, like it does in Imaging.
almost 5 years ago in  0 Under Consideration
As email has gone away as a validation method for 2fa we need to make sure that either Token or Mobile is required before a user can be submitted and email is set to non-required.
5 months ago in  0 Under Consideration
When searching, it currently defaults to oldest first. We are far more likely to be searching for something recent than the first few things ever entered into Agillink. This adds extra difficulty when there are more than 1000 lines of results, sin...
over 3 years ago in  0 Under Consideration
If the current ledger balances could be integrated with the chart of accounts this would be a huge time saver. Constantly having to pop into another screen and run GL reports to ensure we're coding something properly is time consuming. For example...
5 months ago in  0 Under Consideration
WHEN PROCESSING A CREDIT CARD THAT IS SPLIT BETWEEN DIFFERENT ENTITIES, THE NOTES FROM ORIGINAL SHOULD DUPLICATE AS WELL ONCE CREDIT CARD IS PROCESSED AND SPLIT
over 4 years ago in  0 Under Consideration
Create an admin role to have access to user saved reports. User saved reports are only available to a specific user and if they're out of the office or leave those reports are no longer available
over 1 year ago in  0 Under Consideration
Users would like to see last login data shown on AgilLink when users log in to the Mobile App. Currently the system ignores those logins for the purposes of reporting and seeing when users log in.
10 months ago in  0 Under Consideration