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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...

AgilLink

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EFTs that become stale need to have the date be automatically update as they go through approval.
over 2 years ago in  0 Under Consideration
When multiple columns are added to the AP Aging Report the 10th column falls off into a separate page even though there is plenty of room for it.
over 2 years ago in  0 Under Consideration
Can Agillink work with cnb and other banks to have live reporting on cc. rather than monthly updating the credit cards why dont you use something similar to xero where cc activity pops up next day and you can code and train where to code certain i...
over 2 years ago in  0 Under Consideration
Ability to upload/import record payment/disbursements
almost 5 years ago in  1 Under Consideration
if a client moves to a new firm and must be recreated with new chart it is difficult to upload vendors to new client as the report is in a different order and does not include all info.
over 2 years ago in  0 Under Consideration
Would like to have the option to email the image of the invoice to the payee so that they can see the statement they are getting paid for
almost 5 years ago in  0 Under Consideration
No description provided
almost 5 years ago in  0 Under Consideration
Ability to download/print search results from search images and transactions
almost 5 years ago in  0 Under Consideration
Having "For the benefit of" and the Intermediary Banking Information buried in the "Additional Payment Information" link at the bottom of the Vendor Payments tab is obscure and very easy to miss. If this were placed along with all of the other ban...
almost 5 years ago in  0 Under Consideration
Currently, on a saved Global Trial Balance comparative report even if you uncheck the Show Difference Column and save the report, the report will default to this box being checked when you choose this template and rerun the report.
over 2 years ago in  0 Under Consideration