Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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.
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...

All ideas

Showing 1755 of 1755
AR Invoices are not a default category in Search Images & Transactions. Please add category so that AR invoices can be searched without going into Enter AR Invoices.
about 1 year ago in  0 Under Consideration
Related documents should show the Description of the related document, like it does in Imaging.
almost 5 years ago in  0 Under Consideration
To receive email notifications in the AP Approval process when anyone in the Approval chain leaves a comment. This is helpful when a client adds a note to an invoice. There is currently no alert to notify anyone if a comment has been added.
almost 2 years ago in  0 Potential for future consideration
Would like the ability to have repetitive invoices that fall on a weekend, generate the Friday before instead.
about 2 years ago in  0 Potential for future consideration
As email has gone away as a validation method for 2fa we need to make sure that either Token or Mobile is required before a user can be submitted and email is set to non-required.
5 months ago in  0 Under Consideration
Can the excel upload for multiple deposits have the capability of doing a reclass instead of booking it as a new deposit?
10 months ago in  0 Potential for future consideration
When searching, it currently defaults to oldest first. We are far more likely to be searching for something recent than the first few things ever entered into Agillink. This adds extra difficulty when there are more than 1000 lines of results, sin...
over 3 years ago in  0 Under Consideration
If the current ledger balances could be integrated with the chart of accounts this would be a huge time saver. Constantly having to pop into another screen and run GL reports to ensure we're coding something properly is time consuming. For example...
5 months ago in  0 Under Consideration
WHEN PROCESSING A CREDIT CARD THAT IS SPLIT BETWEEN DIFFERENT ENTITIES, THE NOTES FROM ORIGINAL SHOULD DUPLICATE AS WELL ONCE CREDIT CARD IS PROCESSED AND SPLIT
over 4 years ago in  0 Under Consideration
Add a checkbox or toggle switch to the various workflow notifications so that admins or individual users can elect to receive the notifications that they select immediately
about 1 year ago in  0 Potential for future consideration