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PINNED Increase Character Limit in AgilLink -Int'l Wires
The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...
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...

AgilLink

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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
Limit a users role to recode journal entries, similar to that of recoding paid invoices.
over 5 years ago in  0 Under Consideration
Validation: Add warning if IBAN exists but Int'l Wire Pmt Method is missing on a vendor, e.g, IBAN found but no WTI Pmt Method. IBAN will not be extracted
over 5 years ago in  0 Removed
Validation: Add warning if SWIFT exists but Int'l Wire Pmt Method is missing on a vendor, e.g, SWIFT found but no WTI Pmt Method. SWIFT will not be extracted
over 5 years ago in  0 Removed
FBMM would like the journal report to have the option to choose legal size
over 5 years ago in  0 Potential for future consideration