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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 1809 of 1809
See attached image. Could you remove the word STATEMENT from the “BANK STATEMENT BALANCE” label? This would make us feel better that we were matching bank activity vs. the balance on the bank statement which would actually be 5/29/20.
about 5 years ago in  0 Removed
Having a deposit batch report would be helpful when reconciling lengthy bank statements. It would be nice if when running a deposit report their would be an option for a batch number and the report lists all the checks in that batch and a batch to...
about 5 years ago in  0 Under Consideration
Currently can file 1,000 TCC Codes, however, client has over 3,000 TCC Codes
about 5 years ago in  0 Removed
When you set up and alternate name on a bank definition that uses lines 2 and 3, the font it uses on the check face is smaller than line 1. Legacy didn't do this. This is a cosmetic problem when you want to print the name of both spouses on the ch...
about 5 years ago in  0 Removed
Users would like Incoming Wire and ACH images to automatically enter a deposit. Also, if deposits are created from an Automatically Recorded Deposit, have the incoming Wire and ACH images automatically replace images on these deposits.
about 5 years ago in  0 Removed
Bank accounts cannot have GL accounts with divisions in AgilLink. If this condition is detected, return an error.
about 5 years ago in  0 Removed
Current & Prior Year earnings accounts in AgilLiink cannot be divisional. Return an error if a client has this condition.
about 5 years ago in  0 Removed
In both Datafaction and Imaging, a user can search by any check number, even if the number is preceeded by a "W" for any transactions booked via the auto-debit payment method. In AgilLink, the search function does not work if you search for a chec...
over 5 years ago in  0 Under Consideration
Add the last closed date to the same line as the Client name on the main page. When there are multiple clients on the home page, it would be nice to see the last closed date for each client entity as opposed to just the one that is listed in the s...
over 5 years ago in  0 Removed
Currently you can set up a role for a user "View" a journal entry but the View does not work if a user does not have the ability to create a journal entry. The Image linked to the journal entry is in a tab that the View Only useer does not have ac...
over 5 years ago in  0 Under Consideration