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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...

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Give Users the ability to generate recurring invoices more than 99 days from the due date
over 4 years 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
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
When you go enter anything that requires an image – and forget to start in the “to Enter” section – it would be nice when the message “must upload an image to enter … - gives you an option that directs you to upload a document from the screen. The...
over 1 year ago in  0 Potential for future consideration
Add a firm setting so that whenever a new vendor is setup on a client, users are required to go to the 1099 payments tab and identify if the vendor needs to get flagged for 1099 reporting
over 4 years ago in  0 Potential for future consideration
Add a section similar to what exists on the vendor screen where you can include the vendor site + username & password to the payor screen.
about 3 years ago in  0 Potential for future consideration
Wondering if it’s possible in the future to add the backup to the cash flow report automatically. See attached Cash Report we send to one of our clients who want to see all the backup. Would be awesome if there was an option we could check that au...
almost 5 years ago in  0 Potential for future consideration
would like to allow users to be able to define new detail accounts on the template when a rollup exists but not define a new rollup account on a template. Currently they can either define on a template or cannot, they would like more granularity h...
over 6 years ago in  0 Potential for future consideration
It's useful to have certain administrative controls linked to the "to complete" functions. At a minimum, useful to control the alerts for this phase of document life cycle separately from the "to enter" or "to review" etc
over 1 year ago in  0 Potential for future consideration