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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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    Showing 1837 of 1837
    Currently the To Review box sorts by Vendor ID (if sorting by the vendor), while the To Approve box sorts in alphabetical order by the vendor's name. It should be the same for both, in alphabetical order.
    11 days ago in  0 Under Consideration
    In AgilLink, clients as an entity may be moved between different firms. Typically, when this is done, the receiving firm doesn't actually WANT to enter data on the transferred client, and prefers to create their own ongoing client set up according...
    23 days ago in  0 Potential for future consideration
    The new auto sign out happens too quickly. Is there a way to have it not kick in so fast or turn it off? Also if you have multiple tabs open you have to go to each one to stay signed in. It's very frustrating as I often have multiple Agillink tabs...
    6 months ago in  2 Potential for future consideration
    Many times I copy and paste client emails to insert as notes on invoices. AgilLink doesn't allow me to keep the email format making the note very messy and ineligible
    over 2 years ago in  0 Ready to Ship
    When running the vendor audit report, we would like a setting that keeps that information hidden for normal users but visible for admins.
    13 days ago in  0 Potential for future consideration
    Enable the option to mass connect bank accounts across multiple client codes for clients that use the same banking user ID and password. Currently, you can only connect account-by-account per client code. It would be helpful to allow connecting fo...
    26 days ago in  0 Under Consideration
    Once transactions are fully approved (wires and ACH's), there should be no need to do the extra step of releasing them. This is extra work. Full approval means it is good to go.
    over 1 year ago in  0 Potential for future consideration
    168 VOTE
    Currently if you already have an image open and you click on another image, the image refreshes to the newest image. It would be very helpful to be able to look at more than one image at a time.
    about 6 years ago in  0 Planned
    This would benefit any client with CNB, so that you can set up report automation for the bank rec to include statements instead of having to pull separately, you can choose what bank statements would go into it.
    about 3 years ago in  0 Under Consideration
    When running the commission report in PDF format it does not display the header on each page per vendor, but in view mode it does. All reports should print the same way in PDF and include a header on each page
    about 1 month ago in  0 Potential for future consideration