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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...
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...

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Showing 1805 of 1805
Helps customers sort through their report for a specific period
almost 7 years ago in  0 Planned
Create a webinar or tutorial with differences between DFX and AgilLink
almost 7 years ago in  0 Removed
This feedback came from Daniel at site 10052. He doesn't want to download the template.
almost 7 years ago in  0 Already exists
This feedback came from Andrea at site 10053 (AgilLink). If books are closed to June 2018 and you are pulling Sept statement, you have to select future date. Even though it's not really a future date. Why not just have the option to enter date. S...
almost 7 years ago in  0 Removed
Client would like the list to be based on grouping and would like to have the ability to filter group on the home page. EK - right now, the group with the smallest list always pops at the top (on the homepage). This may relate to the UX revamp in ...
almost 7 years ago in  0 Removed
Current Vendor Detail History report shows only the General Ledger information which only includes amounts. The user would like to have the option to also have the transaction details show on the same report to be able to print this report and pre...
almost 7 years ago in  0 Removed
As a system administrator, sometimes I am not sure what effective permissions a user has, either to functions or to clients. I would like to be able to impersonate their user and click around as them, so I can see exactly what levels of access the...
almost 7 years ago in  0 Removed
If a client turns on the activity report on a Bank definition after an Incoming ACH/Wire ariived, they would like the option to regenerate an image of that incoming transaction from Agillink.
almost 7 years ago in  0 Already exists
I don't know what this is but Mike Basilicato @Bader Martin, site 10030, call 277860, requested it.
almost 7 years ago in  0 Removed
This came from Karmela at Site 10053 Winningham Becker & Co. Would like to see images for all deposits made in the To Enter Inbox (deposits). Currently not all deposits create images.
almost 7 years ago in  0 Removed