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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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Look at title of PDF and look at delimiters and code to imaging per each field DF Scan
over 5 years ago in  0 In Development
Give admins a settings that allows them to choose whether a recurring invoice that's edited should go back To Review OR To Approve.
about 5 years ago in  0 In Development
When running Scheduled Income Report Automation levels are run as consolidated instead of detail.
over 3 years ago in  0 In Development
You don't have to be in a particular client to approve AP, you should just be able to approve from your home dashboard.
over 3 years ago in  1 In Development