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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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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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Currently The notify option only allows for the selection of one user. The ability to select multiple users to receive email notification would be helpful for firms who need to notify multiple users
about 1 year ago in  0 Under Consideration
Recurring can fail to generate for a number of reasons, but when they do not it is very risky, as a payment will not get processed. Need visability of this in the same way that AL handles banking transactions(alert button)
almost 3 years ago in  0 Under Consideration
If a user is set up strictly for scanning, entering invoices or deposits they don't need to see and have access to bank balances and activity.
about 2 years ago in  0 Under Consideration
After reaching the last invoice for approval and approving it, all child windows should close and Agillink should revert to the main screen. Currently, the image window remains open.
10 months ago in  0 Under Consideration
Previous/Next Buttons no longer appear when viewing images and transactions in Search Results. This would apply when doing Search under Search Images and Transactions & in Advanced Search. Case # 02476407
about 1 year ago in  0 Under Consideration
Related documents should show the Description of the related document, like it does in Imaging.
about 5 years ago in  0 Under Consideration
Rejected invoices are not currently included in the pending box. These are still pending invoices. This means that the pending box is not a full view of what is truly pending
10 months ago in  0 Under Consideration
Add the ability to see related documents in the app during approval
over 2 years ago in  1 Under Consideration
Even if the full amount is approved on an invoice, we should be able to partial pay that invoice. This will save time from have to push the same invoice through over and over.
over 1 year ago in  0 Under Consideration
WHEN PROCESSING A CREDIT CARD THAT IS SPLIT BETWEEN DIFFERENT ENTITIES, THE NOTES FROM ORIGINAL SHOULD DUPLICATE AS WELL ONCE CREDIT CARD IS PROCESSED AND SPLIT
almost 5 years ago in  0 Under Consideration