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 1755 of 1755
Users would like to see last login data shown on AgilLink when users log in to the Mobile App. Currently the system ignores those logins for the purposes of reporting and seeing when users log in.
10 months ago in  0 Under Consideration
Hello, not sure how to phrase this as I don't have access to Zenith any longer. We were able to create a Report and Zenith would generate an actual letter along with a total report including what you call the Cashflow report along with a standard ...
5 months ago in  0 Already exists
Firm Settings should include ability to force 1099 election when setting up new Vendor
about 2 years ago in  0 Under Consideration
Currently all bank accounts, active and inactive, appear on the Entitlements page. It would be nice if there was an option to display only active accounts, or if there was a column dedicated its status.
over 2 years ago in  0 Under Consideration
Once the entitlement is turned on, force global admins to get the positive pay notifications.
5 months ago in  0 Potential for future consideration
Force the positive pay exception management entitlement when the entitlement comes in.
5 months ago in  0 Potential for future consideration
I can only select two periods on a comparative trial balance, I'd like to be able to select the year to compare against.
over 1 year ago in  0 Potential for future consideration
Can we have a report to confirm if Send to Bank was checked on Stop Payment?
5 months ago in  0 Already exists
Would love for Agillink's document ID window to auto-load varying size pages in a pdf file to be a uniform, readable size. An example is we often receive pdfs with pages with small receipt images, and email backups in the next page that's normal s...
5 months ago in  0 Potential for future consideration
Right now the approve link there only takes you to invoices. You constantly have to go back to the home page to reach the transfer approval section.
over 1 year ago in  0 Under Consideration