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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.

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Users would like to define new levels with Slashes in the name (i.e. Tour - 8/31/2018). The Slash is considered a special character and will not submit.
almost 7 years ago in  0 Removed
Workflow rules are not audited and we often get questions about "why is my workflow doing XYZ". We can only tell them what the workflow was and what it currently is set to, but we need to be able to tell clients WHO changed it and WHEN.
almost 7 years ago in  0 Removed
Bank definition should not include clearing accounts as it allows for mistakes when setting up bank accounts. Instead the clearing account should be moved to the client level.
almost 7 years ago in  0 Removed
Record of last time each type of file was downloaded/processed so we can confirm that everything is processed or identify what files were missed.
almost 7 years ago in  0 Removed
If a user account is accessed from an unusual IP or at an unusual time, an email alert should be sent to the user to reset their password
about 7 years ago in  0 Removed
Mexico uses "CLABE" https://en.wikipedia.org/wiki/CLABE#cite_note-clabeabm-1 and AgilLink should have a method to help the user formulate the proper account number if trying to pay a Mexico Vendor via International Wire.
about 7 years ago in  0 Removed
AgilLink should be a single tenant environment where each client has their own set of virtual servers. This will minimize the risk of data exposure, loss, and needing to spin up new physical servers as demand for the product grows. Virtual servers...
about 7 years ago in  0 Removed
AgilLink should provide error codes along with a database of errors codes & help messages so users and support staff can better resolve errors as they occur.
about 7 years ago in  0 Removed
On the home screen, between where you would balances and the bar graph charts for open AP, we should put a calendar where client activity is visible. The calendar should display events according to user preferences and can include things such as: ...
about 7 years ago in  0 Removed
The template client setup page should validate GL Payables Account should validate the input account is a Liability The template client setup page should validate Accounts Receivable GL Account should validate the input account is an Asset The tem...
about 7 years ago in  0 Removed