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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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Showing 1809 of 1809
There should be a next/back button when editing register transactions. Similar to moving through invoices while approving. This should make batch editing easier.
over 5 years ago in  0 Removed
There should be a print button when viewing the check register. The button should auto-format the page to print a clean copy of the report.
over 5 years ago in  0 Already exists
you cannot delete a user who was in workflow for a client that has been transferred. You should be allowed to do so.
almost 6 years ago in  0 Under Consideration
We would like to create a cc def upload feature to streamline on boarding for new clients.
almost 6 years ago in  0 Under Consideration
Set desktop as primary device and set mobile device
almost 6 years ago in  0 Removed
Entering a range of GL Accounts requires you to pick an actual GL account rather than performing and actual filtering on the range.
almost 6 years ago in  0 Already exists
Business accounts should honor rates for 24 hours
almost 6 years ago in  0 Already exists
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.
almost 6 years ago in  0 Already exists
Show due date on invoices
almost 6 years ago in  0 Removed
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
almost 6 years ago in  0 Removed