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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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Create a bank transmittal letter to be sent to non CNB banks to make a non CNB transfer through AgilLink a possibility
over 5 years ago in  0 Removed
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.
almost 6 years ago in  0 Removed
Set desktop as primary device and set mobile device
almost 6 years ago in  0 Removed
Show due date on invoices
almost 6 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
almost 6 years ago in  0 Removed
When entering an invoice and picking an existing vendor to fill the page takes about 3 seconds.
almost 6 years ago in  0 Removed
Changing a client takes between 4-5 secs
almost 6 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.
almost 6 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.
almost 6 years ago in  0 Removed