Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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...

All ideas

Showing 17
If a client wants to change the template chart, the system does an analysis to see if the accounts match. If they don't the user gets a message that accounts dont match and it is a lot of work to find the offending accounts. AgilLink is analyzing ...
over 2 years ago in  0 Planned
The IRS approved W-9 allows 2 lines for the vendor name. The define vendor set up screen allows 2 lines for the vendor name in the vendor override screen. Legacy allowed 2 lines for the vendor name. The only place this is not consistent is in the ...
over 2 years ago in  0 Planned
We frequently need to confirm payment to vendors and I think it would be very helpful if on the vendor reports the check number was a hyperlink to the check detail on the manage payment site. Currently I have to go back and forth to confirm check ...
over 2 years ago in  0 Planned
The report right now is lacking not very useful unless the due date is included.
over 4 years ago in  0 Planned
The ability to whitelist/blacklist IP addresses exists in AgilLInk. Make the page to enter that information available to an administrator or user with the proper role.
over 6 years ago in  1 Planned
PLEASE ADD AN "ADD IMAGE" BUTTON TO REALATE AN IMAGE TO AN ENTRY WHILE RECORDING IT
over 6 years ago in  0 Planned
Helps customers sort through their report for a specific period
over 6 years ago in  0 Planned