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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...

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AgilLink should be a single tenant environment where each client has their own set of virtual servers. This will minimize the risk of data exposure, loss, and needing to spin up new physical servers as demand for the product grows. Virtual servers...
about 7 years ago in  0 Removed
AgilLink should provide error codes along with a database of errors codes & help messages so users and support staff can better resolve errors as they occur.
about 7 years ago in  0 Removed
On the home screen, between where you would balances and the bar graph charts for open AP, we should put a calendar where client activity is visible. The calendar should display events according to user preferences and can include things such as: ...
about 7 years ago in  0 Removed
The template client setup page should validate GL Payables Account should validate the input account is a Liability The template client setup page should validate Accounts Receivable GL Account should validate the input account is an Asset The tem...
over 7 years ago in  0 Removed
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over 7 years ago in  1 Removed
Currently when transactions in AgilLink time out, the status page says "In Transit Request Timed Out", which could be construed as the transaction is "in transit". The verbiage should be changed to omit the " in transit" portion to simply say "Req...
over 7 years ago in  0 Removed
There should be a setting to allow log files to be created & retained for a certain number of days. Currently output/logging only occurs when the service is stopped and runs in the foreground, however we are always running the programs as serv...
over 7 years ago in  0 Removed
Add Timestamps to foreground output of EASI Service & EASI Data Service would allow us to effectively research when an issue occurs and how long a process it taking to complete.
over 7 years ago in  0 Removed
We should separate the Positive Pay service from the EASI Data Service. This will increase the resiliency of AgilLink by ensuring that a failure to upload Positive Pay files will not prevent other files from downloading. We would then have one ser...
over 7 years ago in  0 Removed
There should be monitoring of the last time a CNB FTP file download, so that Support can be alerted that a service may not be successfully fetching file. For example, we know that we receive current day files every 15 minutes, so if the last downl...
over 7 years ago in  0 Removed