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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 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...

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We use deleted invoices to note our reasons for not making payment. We often refer back to our notes and we need visibility on deleted invoices for our audit trail. Can we add back to Search transactions and Images?
over 1 year ago in  0 Potential for future consideration
There should be a way to create/download a formal remittance advice for payments instead of relying on the email ACH notifications. When there are multiple invoices included in one payment, the ACH notification does not include the details of all ...
over 1 year ago in  0 Potential for future consideration
Add an option to switch view and menus to DF legacy (keys/commands vs. Mouse & Ribbon).
over 1 year ago in  0 Potential for future consideration
Please add option to payment terms to vendor profiles
over 1 year ago in  0 Potential for future consideration
If the payor settings have the commission settings entered, it would be helpful if that carried over to the trained deposits per the payor set up. Currently, you must manually go in and select the commissionable income setting on each trained depo...
over 1 year ago in  0 Potential for future consideration
Please add an option in Alerts for us to see when we have locked a document, so we know to clear it. Please also put the "Clear Locks" button in an obvious location. Currently its buried in our User ID, Change Profile, Admin, Actions, Clear Locks,...
over 5 years ago in  0 Potential for future consideration
Deposit Report - Showing Items that have been approved/reviewed
almost 3 years ago in  0 Potential for future consideration
No description provided
about 4 years ago in  0 Potential for future consideration
The comments entered on AP invoices used to appear on the AP approval inbox screen in Imaging. Can this be added to AgilLink please? We use a print of this as a check register and the comments communicate payment routing instructions for our admin...
over 1 year ago in  0 Potential for future consideration
The SSRS report viewer has a refresh button. In most cases, the refresh does not update the report. Woody Creek is asking to remove it as it causes confusion
over 1 year ago in  0 Potential for future consideration