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PINNED AR Reporting: New Functionality
would like an AR Report with functionality to gather monthly retainer information on one sheet, including name, billing information and amount.
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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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
about 2 years ago in  0 Under Consideration
Sometimes clients, specifically managers, need a report pulled for a date range outside of the closed periods. Would be helpful to be able to choose a date range.
about 2 years ago in  0 Under Consideration
A report that would allow Admins to be able to investigate a Client Group to see what users have access to that client group would be very helpful for audit purposes. If the report could also show what user roles those users had would also be usef...
almost 4 years ago in  0 Under Consideration
We would like the ability to open a batch when entering invoices so that the bank account we choose will be the default for that batch. We had this ability in Legacy and found it helpful.
over 1 year ago in  0 Potential for future consideration
Can the excel upload for multiple deposits have the capability of doing a reclass instead of booking it as a new deposit?
about 1 year ago in  0 Potential for future consideration
There should be an option to opt in for email notifications for positive pay decisions when there are no decisions to be had. Firms could opt in so that when the positive pay file is received and downloaded, firms that do not have any decisions wo...
over 1 year ago in  0 Potential for future consideration
deposits would be entered and be "temporary" e.g., they would not be in the ledger. Standard workflow approval for the Journal category would be available. When last approval action occurs, book the transaction. Allow a final FYI workflow step aft...
about 6 years ago in  0 Under Consideration
Currently it shows last payment and 13 mo prior however if you haven't paid a vendor in 13 months, it won't give you full history. Even if you displayed the last payment regardless of when or how long it’s been in the payment history details tab o...
almost 4 years ago in  0 Under Consideration
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.
about 1 year ago in  0 Under Consideration
Make the collapsible approval inbox a user profile setting, or have it retain the state. (If approve something or leave the inbox, and come back the inbox is expanded again)
about 2 years ago in  0 Potential for future consideration