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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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Showing 553
Allow image requirement override at Bank Level.
10 months ago in  0 Potential for future consideration
The user paying the invoice does not have the ability to determine whether a laser signature is printed, I should be able to determine that during the workflow
over 1 year ago in  0 Potential for future consideration
Updating account code & descriptions for multiple transactions at 1 time after being posted.
over 1 year ago in  0 Potential for future consideration
(1) consolidate all transactions into one vendor (2) save time without having to search /view 2 or 3 of the same vendor fror look up on payments history
over 3 years ago in  1 Potential for future consideration
If a recurring invoice has an expiration date, add a notify me option when the recurring is getting close to expiration to ensure that user has confirm if recurring needs to be extended or allowed to expire.
over 2 years ago in  0 Potential for future consideration
attached is my support ticket with details
over 1 year ago in  0 Potential for future consideration
Ability to print backup with a check would help with things like medical bills or something that requires a remit slip
over 2 years ago in  0 Potential for future consideration
Users would like to have a token to add in the client’s name (who to address the letter to), instead of having to say, “Dear Client” or “To Whom it May Concern,” as these letters are generally addressed directly to the client. Ideally, this would ...
11 months ago in  0 Potential for future consideration
Users would like to have the ability to manipulate the margins on the letter within AgilLink, as it does not copy over margins from Word. The margins currently come out very narrow.
11 months ago in  0 Potential for future consideration
Firms would like to be able to edit the size of the firm logo as it appears on the cover page/letter, as it comes out very small, no matter the size of the originally uploaded logo.
11 months ago in  0 Potential for future consideration