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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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when printing the 1099 report as a PDF it comes out as Portrait and cuts off the last two columns in a different page. Printing as landscape should be the default.
over 2 years ago in  0 Under Consideration
Give users the ability to filter invoices in the pending inbox by Workflow Type:(Review/Approve/Release). See Attached email
over 4 years ago in  0 Under Consideration
Client is asking to add a "print" button in the reconcile accts. section. Also, to add the ability to combine all reports into one PDF.
almost 6 years ago in  0 Under Consideration
create a report of setup SWIFT codes
almost 6 years ago in  0 Under Consideration
When recording net payroll direct deposit into two different bank accounts, the system will not allow you to record the amounts deposited in both bank accounts as shown on the attachment. You have to record the amount deposited in one of the acco...
almost 6 years ago in  0 Under Consideration
Allowing the vendor's banking details and the email contact will allow you to double check the payment info and contact info is still correct in the To Enter process. Right now, you have to go into the vendor set up prior to entering to even see t...
over 2 years ago in  0 Under Consideration
Add the description of the AR invoice to the AR Aging Report. Currently you need to drill down into the AR invoice to see the description.
over 4 years ago in  0 Under Consideration
00839117
over 3 years ago in  0 Under Consideration
The behavior of the role choice of "Reactivate Bank Account" is wrong or should be expanded. It makes sense that an Account Manager should be able to inactivate a bank account and not require Admin to do it for them. Then the Role choice of Reacti...
about 1 year ago in  0 Under Consideration
When the user selects "All Clients" from the process drop down it should behave like Client List or Enter Client. This would give the user more flexibility to remove clients they do not wish to run the auto bank rec for without having to create a ...
about 1 year ago in  0 Under Consideration