Pinned ideas

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 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...

AgilLink

Showing 1805

3 VOTE

Move rows of the budget into a different order

Is it possible to create a budget that can be in a different order than the numerical chart of accounts?

6 months ago in 0 Potential for future consideration

9 VOTE

Increase Width of Budgets

Users should be able to fully take advantage of their larger screens to stretch columns in the Budget Screen. Currently the icon on the bottom right only allows the ability to stretch up or down and not left or right.

over 1 year ago in 0 Under Consideration

2 VOTE

Add Journal Audit info to Journal Details tab

Add information that can be obtained from journal audit report such as user who entered/modified journal to the details tab of that journal. This will allow users to view this info when viewing the journal instead of having to also run the report.

4 months ago in 0 Under Consideration

2 VOTE

HOMEPAGE - Current vs Ledger Balance

Title on home page - would be easier to understand if it was listed as bank and book balance vs current and ledger balance.

4 months ago in 0 Potential for future consideration

10 VOTE

Add access to Manage Financial Periods from anywhere, similar to what was done with Uploading (placed at the top of all screens)

It is common to run into realizing you are in a closed period and need to open, or vice versa, when running reports or entering/updating transactions. This would be super efficient as we would not have to open a new tab or leave what we're working...

over 1 year ago in 1 Potential for future consideration

13 VOTE

Clarify whether the "Check Amount Summary" of the search images and transactions screen is displaying the sum of all the invoice checks displayed, or the individual checks

In AgilLink, users may opt to pay multiple payments for the same payment method and vendor with one check, as opposed to one check for each invoice. For example, if a client had three invoices of $50 for Home Depot with payment method check, a use...

about 2 years ago in 0 Under Consideration

15 VOTE

Fix refresh function on reports

Right now, if I have run a report (income statement, balance sheet, etc), and I make a change somewhere in AL then hit refresh, the report does not actually update. The refresh button should actually pull the latest information for the report.

over 2 years ago in 2 Removed

19 VOTE

Detail Description on Cashflow Report

Give users the option to include the detail description on the cashflow report. Several firms feel this would be beneficial when providing this report to the end client for review as they utilize the detail description on GL breakouts.

over 3 years ago in 0 Potential for future consideration

33 VOTE

Changing the bank or vendor for an existing invoice

I would like the ability to change the bank or vendor after the invoice has been entered. Right now, you have to redo the invoice.

over 5 years ago in 5 Under Consideration

4 VOTE

Add a back button to the Enhancement Ideas page when viewing ideas

I use the search button on the landing page to sort ideas by subject. Upon viewing a full idea, there is no way to go back to the previous screen that I came from, the list of ideas on a specific subject. It would be nice to have a back arrow on t...

9 months ago in 0 Potential for future consideration

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