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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...
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...

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almost 4 years ago in  1 Potential for future consideration
I think there should be a Master search without having to pick a specific tab.
over 2 years ago in  0 Under Consideration
To be able to edit the code setup (category, sub category and type), without having to reopen the books to the beginning, would save a lot of time, especially when the code has not yet been used. Example - changing the code from a detail stand alo...
about 6 years ago in  1 Under Consideration
AgilLink should require images for all deposits and checks (as payments), including ones made using training rules. Currently, if a training rule is set up to make a deposit automatically, the deposit images sit in the To Deposit folder, never to ...
6 months ago in  0 Potential for future consideration
When I export a TB to PDF, each account number in the GL Account column becomes an embedded hyperlink. When I export a GL to PDF or Excel, each item in the "Ref No" column becomes an embedded hyperlink. None of these links work - they just produce...
12 months ago in  0 Potential for future consideration
When I'm searching for a journal, I don't believe it should matter whether it was created as a standalone JE or as an ICT. Currently an ICT does not show up in a journal search
over 2 years ago in  0 Under Consideration
Currently when looking at "Pending" or "To Approve" invoices, when choosing "filter by" client/group/user, the drop down of choices is not alphabetical. It should be alphabetical
over 1 year ago in  0 Under Consideration
If user accidentally pays auto debts with wrong check date, they would like a way to fix the check date without having to void and re-enter each invoice. This will allow them to address checks with wrong check date; if they accidentally paid all i...
over 1 year ago in  0 Under Consideration
Could we separate the notifications for Review, Approve & Release for internal users? I am listed on all three and I would get a LOT of emails. I actually turned it back off because I got so many. I would like to only get one category.
almost 2 years ago in  0 Potential for future consideration
In the bank id, vendor id, or any id used in the system should not allow spaces to be inputted.
6 months ago in  0 Under Consideration