Pinned ideas

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 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.

All ideas

Showing 556

2 VOTE

AP Aging Report results to show both invoice and acctg dates when searching for only invoice date.

Currently the only way you get both on the results is pulling by accounting date and sometimes that date is unknown. Another one of his requests is to put a restriction on the acctg date by user role or a firm setting. He has users entering in acc...

over 1 year ago in 0 Potential for future consideration

1 VOTE

Add Pages to any menu or inbox that takes too long to load with lots of results

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...

9 months ago in 0 Potential for future consideration

2 VOTE

Vendor Audit Report - Option for Additional Coding

Currently the vendor audit report doesn't show changes to all fields, such as "additional code."

over 1 year ago in 0 Potential for future consideration

1 VOTE

Option to leave date field blank on electronic transfers

When entering a City National Bank transfer, we are required to enter a date. If the transfer is not approved by that date, then it must be updated and resubmitted. We should be able to leave the date blank so it's processed upon approval. This wo...

9 months ago in 0 Potential for future consideration

1 VOTE

Keep Trained Transactions even when the Auto Bank Rec box is unchecked

At this time, when the auto bank rec box is unchecked, all of the training rules you entered will be removed. I believe the training rules should stay even after removing the auto bank rec because without the box checked, there will be no automati...

9 months ago in 0 Potential for future consideration

2 VOTE

Delete Groups Without Adding Clients to Other Group

User has inactive clients that are in a group, and only inactive clients are in said group. The user would like to delete this group but is unable to do so because the clients must be associated to one group.

over 1 year ago in 0 Potential for future consideration

2 VOTE

Original Report Format Available

We should have an option to run the Original Report Format for Financial Statements. Not sure why you eliminated the Original Report Format for the Income Statements. Please add it back so we have options to prepare our Financial Statements. Thank...

over 1 year ago in 1 Potential for future consideration

2 VOTE

New Report Format VS Original Report Format for Financial Statements

over 1 year ago in 2 Potential for future consideration

3 VOTE

Setting for bank notifications to exclude outgoing transaction notifications

The bank notification for transactions over a set amount includes both incoming and outgoing transactions. This should exclude outgoing transactions or allow for a user to only select incoming ACH, Wires

over 2 years ago in 0 Potential for future consideration

3 VOTE

Adding comments/notes when any change is made

Change made to any admin task, require a comment stating why.

over 2 years ago in 0 Potential for future consideration

Please enter your email address