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PINNED Agillink Bug: Manage Payments and Approved Invoices: Info Missing on Checks
Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.
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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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When adding 'choices' to a considerably long list, those choices appear at the bottom. In order to alphabetize you're required to move the newly added option to its alpabetical position one spot at a time.
about 2 years ago in  0 Under Consideration
We should be able to duplicate a vendor from one client to another client
about 5 years ago in  0 Under Consideration
Just more efficent and timesaving
about 2 years ago in  0 Under Consideration
No description provided
about 4 years ago in  0 Under Consideration
TFS #122798
about 4 years ago in  0 Under Consideration
We do weekly transfers from the Mgmt account to the pocket account. We would like to have this in the accounting software. Currently does it on Treasury net
about 5 years ago in  0 Under Consideration
don't need to review these items since it is under $600
over 5 years ago in  0 Under Consideration
IN IMAGING WE ARE ABLE TO SEARCH BY THE NAME OF THE GL CODE IN ADDITION TO THE CODE ITSELF. FOR EXAMPLE, IF WANTING TO LOCATE ALL INSURANCE PAYMENTS, TO VARIOUS VENDORS AND CODED TO VARIOUS GL CODES A SEARCH FOR INSURANCE IN THE GL DESCRIPTION BOX...
about 3 years ago in  0 Under Consideration
No description provided
over 5 years ago in  0 Under Consideration
Currently AgilLink does not allow for the creation of workflow rules based on a client's bank accounts. Some external approvers only need to approve on certain bank accounts so allowing this feature would be extremely helpful.
over 5 years ago in  1 Under Consideration