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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...
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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When searching in "view" in ledger reports, the blue bar is fixed so that it covers whatever you are searching for. You now have to scroll up to see whatever you have searched for.
over 5 years ago in  0 Removed
There should be a next/back button when editing register transactions. Similar to moving through invoices while approving. This should make batch editing easier.
over 5 years ago in  0 Removed
Set desktop as primary device and set mobile device
over 5 years ago in  0 Removed
Show due date on invoices
over 5 years ago in  0 Removed
Sometimes we don't get the invoice until after the period is closed. We should be able to date it the actual date on the invoice like we can with the due date
over 5 years ago in  0 Removed
When entering an invoice and picking an existing vendor to fill the page takes about 3 seconds.
over 5 years ago in  0 Removed
Changing a client takes between 4-5 secs
over 5 years ago in  0 Removed
Alert firms when EASI service goes down - email alert Submitted on behalf of Mark from Woodwest Bus Mgmt. Currently we have alerts and pending inbox that shows status but wanted to get an add'l alert, possibly an email.
over 5 years ago in  0 Removed
There are 2 options in Change Profile to clear locks, “Reset Lockout” and “Clear Locks.” Nowhere on the page does it explain the difference. Please add an explanation.
over 5 years ago in  0 Removed
Users setting up a custom category in manage categories may be confused by the word "String" in Data type selections. It would be more helpful to rename this as "Text" to let the client know that a string is referring to a text-based category.
almost 6 years ago in  0 Removed