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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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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.
almost 6 years ago in  0 Removed
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.
almost 6 years ago in  0 Already exists
Users setting up a custom category in manage categories may be confused by the word "String" in Data type selections. It would be more helpful to rename this as "Text" to let the client know that a string is referring to a text-based category.
almost 6 years ago in  0 Removed
In Legacy/Imaging you were able to look at the details window and see the status of the transaction. It would show the date an ACH went out and the date it was going to post to the recipient account. We would like this functionality to be availabl...
almost 6 years ago in  0 Removed
Most bank accounts that are entered are business accounts, can the default bank type be changed from Consumer to Business in the bank account setup section
almost 6 years ago in  0 Removed
Currently any user who can enter a journal can delete one. a role to delete journals should be added so that the ability can be better limited.
almost 6 years ago in  0 Under Consideration
Would like the ability to 'lock down' the ability to edit the header/footer/disclaimer on any reports. Currently if you are allowed to run reports you are able to run them without these items. Jason feels like this should be able to be locked down...
almost 6 years ago in  0 Removed
Often times as users are promoted in a firm they go from being Approver step 1 to Approver Step2. Or a user will leave the firm and all rules with that user need to be replaced with a new user. A tool to perform these actions will greatly assist t...
almost 6 years ago in  0 Under Consideration
Error 102 states: Client has inconsistent monthly closes, but the client can be extracted anyway. Please change error 102 to a warning.
almost 6 years ago in  0 Removed
When running a Trial Balance, you can delimit the report only by the first Level. This is fine is all levels are an implied hierarch (e.g. Tour, Continent and City, or Series and Episode). The problem is when the levels ae independent (e.g. Proper...
almost 6 years ago in  0 Under Consideration