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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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The To Pay Exceptions inbox should always be available. When a user clicks on it, it should let users know if the positive pay file has arrived or not. In business suite, when you clicked on positive pay decisions, it would let users know if the f...
over 1 year ago in  0 Potential for future consideration
Need to be able to split a deposit across multiple clients as one check can pay multiple invoices across more than one client
almost 6 years ago in  0 Potential for future consideration
It would be helpful if the pop-up with the document ID was a link you could copy and paste into and email. The process sometimes is done by the AM sometimes the Bookkeeper. A concern is that if a Bookkeeper does it then the AM doesn't get notified...
almost 3 years ago in  0 Potential for future consideration
It would help when approving to have the detail window and the image window open in reverse order so the image window opens last and can be moved to a different screen keeping the detail window on the main screen in full window mode. Then as you h...
over 1 year ago in  0 Potential for future consideration
when printing multiple checks with different dates the check number assigned should be in date order not alphabetically by vendor name
over 1 year ago in  0 Potential for future consideration
Being able to use the Arrow Keys to Freely move up & down in Invoices & Journals- when pressing down arrow if no line has been created, it would create a new line. This would make it more efficient to enter information in.
over 1 year ago in  0 Potential for future consideration
Currently if a client utilizes more than 1 level, a ledger report cannot be run without including the other levels. Example: Level 1 - Artist, Level 2 - Album, Level 3 - Song - The GL cannot be run on just level 1, without adding in "All" or speci...
over 1 year ago in  0 Potential for future consideration
Please do not round the percentage in the commissions table, some clients have commission rates that exceed the 2 digit round up.
about 6 years ago in  3 Potential for future consideration
The use of levels may be desired over an expanded chart in the cases where there is simply one, or very few, GL codes involved but many "levels". In other words, as an alternative to hundreds of sub-codes in the GL. However, in order to avoid sepa...
over 1 year ago in  0 Potential for future consideration
It would be great if there was a choice between 7 days and 30 days in the Review Invoices inbox drop down menu. How about 14 days? A choice for 21 days would also be nice, but 14 would be really helpful.
over 1 year ago in  0 Potential for future consideration