Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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 Increase Character Limit in AgilLink -Int'l Wires
The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...

All ideas

Showing 1002
Have the "Alerts" display turn RED when there is an item pending in there; otherwise it could be easily missed.
about 6 years ago in  0 Potential for future consideration
Right now the only way to edit a recurring definition is from the enter invoice search screen. If you pull up a recurring invoice from the search images and transactions screen you are not able to drill in and edit the recurring definition.
over 4 years ago in  0 Potential for future consideration
I checked the box for “Show time and date in footer” however, it only time and date stamps when I select the PDF export option. This is a current limitation in AgilLink. Please accept this enhancement request to get the footer information listed v...
11 months ago in  0 Potential for future consideration
The Income Statement Report prints headers/footers even if there is zero activity. This is unnecessary. The workaround to Update the style to hide a specific header is too tedious, if a section has no activity there should be an option to suppress...
almost 2 years ago in  0 Potential for future consideration
It is time consuming to click on the split icon with your mouse. If we can access the split feature with our keyboard instead, it would be a huge time saver on credit cards that contain a lot of splits.
over 5 years ago in  0 Potential for future consideration
Currently you are able to run reports in AgilLink to any date but you cannot control the beginning date. Clients would like to be able to run reports from week to week mid month not from the beginning of the month to a future date.
over 6 years ago in  0 Potential for future consideration
Wire confirmations in AgilLink are not very professional looking. Can something be created that resembles Business Suite and Treasury Net wire confirmations. See attached.
over 2 years ago in  0 Potential for future consideration
Custom columns would be below and attached: Date of charge, Vendor (the vendor/service that charged the credit card), amount of the charge, entity/client who paid the charge (if the charge was split), GL account, a column for each level (Level ID-...
11 months ago in  0 Potential for future consideration
As Agilink works now, when you create a commission table for a vendor where the default payment is Int'l Wire, it won't let you submit the deposit because it cannot calculate the conversion rate. User is hoping that when you attempt to submit the ...
over 3 years ago in  0 Potential for future consideration
No description provided
almost 2 years ago in  0 Potential for future consideration