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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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Once the entitlement is turned on, force global admins to get the positive pay notifications.
7 months ago in  0 Potential for future consideration
Force the positive pay exception management entitlement when the entitlement comes in.
7 months ago in  0 Potential for future consideration
add the option to not update commissions invoices when editing deposit. Currently the system opens the commissions window and reverts invoice description back to default. an option to not update the invoice would help save time and prevent confusion
about 1 year ago in  0 Potential for future consideration
When users are presented the list of categories from which to choose, it's useful to prioritize them to those created in the site vs those inherited from others. Over time, it becomes unmanageable and everybody has already figured out the * in fro...
over 1 year ago in  0 Potential for future consideration
Would love for Agillink's document ID window to auto-load varying size pages in a pdf file to be a uniform, readable size. An example is we often receive pdfs with pages with small receipt images, and email backups in the next page that's normal s...
7 months ago in  0 Potential for future consideration
When receiving an error message on the Transactions->Review Statement menu, the system does not inform you what line is causing the issue. The Error messages should include the line details so users can find the issue easier. The error message ...
7 months ago in  0 Potential for future consideration
When a user is being inactivated, the system does not stop or warn the admin if that user is still listed in workflow(s). It would be great if a pop-up could come up that would direct the admin to those specific workflows to remove/replace that us...
about 1 year ago in  0 Potential for future consideration
So you can see the codings in journal entries.
over 2 years ago in  0 Potential for future consideration
With only wrap around you can not add lists like: 1. 2. 3. Which is cleaner
over 2 years ago in  0 Potential for future consideration
All the Inboxes and other menus that can have hundreds or thousands of results should have pages to allow for faster loading. If these inboxes had pages, they would not require the ability to load more information on a single page. By creating pag...
7 months ago in  0 Potential for future consideration