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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.
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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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
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...
almost 6 years ago in  0 Already exists
When entering an invoice and picking an existing vendor to fill the page takes about 3 seconds.
almost 6 years ago in  0 Removed
Changing a client takes between 4-5 secs
almost 6 years ago in  0 Removed
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.
almost 6 years ago in  0 Removed