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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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Showing 1756 of 1756
Business accounts should honor rates for 24 hours
over 5 years ago in  0 Potential for future consideration
When I delegate to another user, the laser signature doesn't print unless they are also an alternate of the signature. I would like the ability to delegate the laser signature from the workflow delegation screen.
over 5 years ago in  0 Potential for future consideration
Show due date on invoices
over 5 years ago in  0 Potential for future consideration
Sometimes we don't get the invoice until after the period is closed. We should be able to date it the actual date on the invoice like we can with the due date
over 5 years ago in  0 Potential for future consideration
I'm having to update g/l #'s to work with InvestLink. I enter the g/l #, hit tab (wait for the info to display), then add two digits to the #, hit tab and the "Update Existing GL Account" box appears...it can take anywhere from one click on the No...
over 5 years ago in  0 Potential for future consideration
When entering an invoice and picking an existing vendor to fill the page takes about 3 seconds.
over 5 years ago in  0 Potential for future consideration
Changing a client takes between 4-5 secs
over 5 years ago in  0 Potential for future consideration
Alert firms when EASI service goes down - email alert Submitted on behalf of Mark from Woodwest Bus Mgmt. Currently we have alerts and pending inbox that shows status but wanted to get an add'l alert, possibly an email.
over 5 years ago in  0 Potential for future consideration
There are 2 options in Change Profile to clear locks, “Reset Lockout” and “Clear Locks.” Nowhere on the page does it explain the difference. Please add an explanation.
over 5 years ago in  0 Potential for future consideration
On balance sheet, when selecting the "Negative numbers in parentheses" checkbox on the additional formatting tab - the negative numbers are not properly aligned - appears to be one character too far left.
over 5 years ago in  0 Potential for future consideration