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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 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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Entering a range of GL Accounts requires you to pick an actual GL account rather than performing and actual filtering on the range.
over 5 years ago in  0 Already exists
Example: Searching the same vendor (invoice or deposit), but in all entities belonging to the same group
about 6 years ago in  1 Already exists
Users will have an option to search journals saved out of balance (Error Saved). This will allow them to find unfinished journals and complete them.
over 6 years ago in  0 Already exists