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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 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.

AgilLink

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It's great to be able to populate the additional search terms or additional description on large sections of the chart templates via the upload tool, however, if one were to make a mistake or decide it's not as useful as hoped, there is no way to ...
over 1 year ago in  0 Potential for future consideration
When a client only has one journal to enter, the Id does not show up after it has been submitted. Or when it is the last journal entered, it just takes you back to the inbox.
over 1 year ago in  0 Potential for future consideration
We would like to to have the option to have transaction dates posted on the transaction date vs the statement date.
over 1 year ago in  0 Potential for future consideration
Currently the CNS balances on the AgilLink dashboard only display the cash balance in the account. There are additional funds in those accounts that are invested. It would be helpful if the entire balance displayed.
over 1 year ago in  0 Potential for future consideration
Client would like to be able to view the journals that affect the cash associated with the bank account
over 6 years ago in  0 Potential for future consideration
I want to setup my system to only require signature passwords on check reprints.
9 months ago in  0 Potential for future consideration
when i am looking for history, i have to go to so many places to see invoices that have been paid, invoices that have been entered and pending payment.... can we see this in vendor profile and just color code the ones that are sitting elsewhere.. ...
about 3 years ago in  1 Potential for future consideration
When copy/pasting a client's approval of an invoice, the original format (paragraph, spacing) should be maintained (see before/after attached)
over 4 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
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