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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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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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Explore opportunity to expand AgilLink's offering through API integration with eCommerce engines. The eCommerce engine could be the system of record that handles sales order processing/inventory/distribution/etc and the financials or accounting of...
over 7 years ago in  0 Removed
No description provided
over 1 year ago in  0 Potential for future consideration
It would be very helpful if we could add the receipts to the invoice we are creating in the AR invoice feature, so that we can have exact record of what we are getting reimbursed within Agillink
over 3 years ago in  0 Potential for future consideration
Right now, printed invoices are created without showing the prior balance. It would be great to have the option to print the prior balance on the invoice rather than printing a separate statement for the customer.
over 3 years ago in  0 Potential for future consideration
When creating an invoice, there should be a way that we can choose from multiple remittance info for multiple banks, and chose which one we would like to add to this invoice in a drop down. The only way to do it currently is to manually override a...
about 4 years ago in  0 Potential for future consideration