Pinned ideas

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...

AgilLink

Showing 1814 of 1814

6 VOTE

Ability to Filter by User

Ability to Filter by User in tabs such as To Enter: Invoices similar to how it was in legacy Datafaction. This would make it easier for the user to find only the things they or a team member has uploaded.

over 2 years ago in 0 Under Consideration

15 VOTE

Include AR invoice number on Deposit Report

The current deposit report does not have a column to include the AR invoice number for payments made against invoices

about 6 years ago in 0 Under Consideration

2 VOTE

Allow roles to be assigned from the User Roles screen

Role adding and removal should be possible from the role screen. I’m currently having to go through 130+ user profiles one by one to adjust user roles. Would be WAY easier and time efficient if I could add or remove from the roles screen.

10 months ago in 0 Under Consideration

4 VOTE

Please add the option to use the old report format for Income Statements

I'm really not a fan of the new report format as there is so much space between the header and the content. It makes it look very clunky in comparison to the concise old report format.

over 1 year ago in 1 Potential for future consideration

12 VOTE

Add option to display "Addtnl Description" on the Liquidity Report

In legacy, the "aux description" field in the enter chart screen was used to populate the full bank account number so that it would print on the Cash-Inq report. Add this option by utilizing the "addtnl description" field in AgilLink (see attached).

almost 5 years ago in 0 Potential for future consideration

4 VOTE

Include multiple dates on liquidity report - Report Automation

From liquidity report page, you can choose multiple dates. Report automation does not have this feature.

over 1 year ago in 0 Potential for future consideration

2 VOTE

ability to change the -noreply@agillink email message on the Adm firm site.

currently the no reply email tells users to contact Agillink, for our firm because we have an Agillink team we want user to let us know first. then if there is an issue we can't resolve - we will put in the ticket to AG. then helps AG reduce numer...

10 months ago in 0 Potential for future consideration

5 VOTE

Sort credit card AP invoice by GL code, description, amount etc. Also widen description column

I have 2 questions in AgilLink Is there a way to sort by GL codes or descriptions or amounts while I am processing the credit cards through AP invoice? (in pink attached) Is there a way to widen the columns so that I can see more of the descriptio...

about 2 years ago in 0 Already exists

1 VOTE

Batch Report for Emailing AR Invoices

Provide us with a report for status on emailed AR Invoices. We send ar invoices via email in batches, and occasionally only a partial batch is emailed, and the rest fail to send. We have no way of knowing which emails/invoices failed to send

5 months ago in 0 Potential for future consideration

1 VOTE

Option to print journal entries at submission

When journal entries are submitted from the To Enter Screen, it would be great if there was an option to print the journal report for that entry right there. We print all individual journal entries after submission, so a button to print it at the ...

5 months ago in 0 Potential for future consideration

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