Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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...

All ideas

Showing 1837 of 1837
The client would like to hit the space bar to pull up all the names under the predicative search look up when coding an invoice using Division vs having to type in the name of the Division.
over 6 years ago in  0 Already exists
Right now we get an error when there is a value on attribute 30 (field 56) on the bank-def that does not exist in dft.br,banks. We would like to know about this on the validation, not just during extraction
over 6 years ago in  0 Removed
Don't allow payment of an invoice w/electronic payment method with effective date that will be rejected by EASI. Example: Entering an effective date of 8/30/19 when the effective date EASI expects must be on or before 8/22/19. It just causes the u...
over 6 years ago in  0 Potential for future consideration
When printing checks, give us option to sort alphabetically by vendor, by due date, or by invoice date... but mostly alphabetically by vendor.
over 6 years ago in  0 Potential for future consideration
If you wish to see the ledger balances as of a certain date (not current), it would be great if there could be an option to chose the ledger date for all of the accounts in the group on the main page.
over 6 years ago in  1 Potential for future consideration
This firm only wants an email sent out when the delegation period begins but not when it terminates. To keep everyone satisfied, sending the notice should be optional.
over 6 years ago in  0 Removed
would like to be able to have commision tables available while entering journal entries.
over 6 years ago in  0 Removed
Currently default is "View" Put option on user setup page and on user profile preference page to specifiy PDF, Excel or View ans their own preference
over 6 years ago in  0 Removed
No description provided
over 6 years ago in  0 Already exists
When setting up summary exceptions on a credit card, if the GL # hasn't been activated/defined, it does not take you directly to the screen to do it. You'll need to cancel out, go to the define GL#, activate it & go back & start over.
over 6 years ago in  0 Already exists