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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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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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    Showing 1837 of 1837
    user wants restrictions in place so if exchange rate needs to be updated, then don't allow wire to be edited/sent.
    about 5 years ago in  0 Potential for future consideration
    Allowing payors and payor detail to be imported in one file like vendor lists would save set up time for clients with numerous payors that would otherwise have to be manually entered.
    about 5 years ago in  0 Already exists
    Give users the ability to sort custom category fields that contain lists so that when a new value is added to the list, a "sort alphabetically" button will sort the new value in the list alphabetically. See attached email
    about 5 years ago in  0 Already exists
    Provide the ability to save an advanced search criteria to be utilized at a later time and find the results set quicker.
    about 5 years ago in  0 Removed
    Would it be possible to bring back ".i" for ignoring and ".s" for splitting?
    about 5 years ago in  0 Removed
    We would like to have the ability to re-name the sections (deposit, payments, and adjustments) of the Cashflow report. They would prefer not to call entries using the intercompany transactions “ADJUSTMENTS”
    about 5 years ago in  0 Removed
    The deposits screen displays the last deposit amount but does not automatically land on this field. AgilLink should default the user to land on this field to quickly update the amount if needed
    about 5 years ago in  0 Under Consideration
    Display more details on the AR customer page to include: Invoice payment information - open invoice details, payment date for paid invoices
    about 5 years ago in  0 Under Consideration
    No description provided
    over 5 years ago in  0 Removed
    ability to add an image to a bank account in order to quickly access info about account contained on images
    over 5 years ago in  0 Removed