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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 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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Showing 1837 of 1837
This would be extremely useful as there is currently no option to save any sort of report.
about 1 year ago in  0 Potential for future consideration
Unique email address to provide to vendors to send invoices and bills so that it is delivered directly to AL inbox, and does not clutter work email inbox, where things can get lost. For invoices that end up in our email we can forward to this AL e...
8 months ago in  0 Potential for future consideration
Invoice Image and Coding to be displayed in one window, not multiple. Coding info on left/right side with image center or larger within the same window. This will make the review process more efficient.
8 months ago in  0 Potential for future consideration
Add the Category ID to the Agillink – Same as what is / was in Imaging. We have so many new firm merging that this would help our users until we remove the unwanted ones. Add pre/suffix to category ids when clients are transferred
about 1 year ago in  0 Potential for future consideration
The order of presentation appears to be very random and it would be very useful to control sort order of the accounts, at least by the ID and perhaps optionally by the bank account description
over 2 years ago in  3 Potential for future consideration
Too many clicks involved in replacing image for recurring invoice. Would like the new image to display the whole time during replacement, not go away then come back.
about 7 years ago in  0 Under Consideration
For example, if you search Deposits for a calendar month period to review them and start at the top of the list, there's no way to get to the next one without entirely closing out and it's difficult to not lose your place.
over 1 year ago in  0 Under Consideration
Please add a feature to edit the Transfer Funds Template name. Client closed an account, and new account opened. Template allows for a change is the From & To accounts, but not the name. If the name read: XFR FROM CHKG (3) to MAIN (1) ACCT, (w...
over 2 years ago in  1 Under Consideration
It would be very helpful to have an A/R customer report. When setting up new customers, the id doesn't increment to the next number. Without a report it is difficult to figure out the next number and it is a useful report, like a vendor listing in...
8 months ago in  0 Potential for future consideration
The edit document window when pulling up a document from the search is way too large - leaving the actual document window super small. The editing side should be the smaller piece allowing for full 100% view of the actual document.
over 1 year ago in  0 Potential for future consideration