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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...
AgilLink
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1
VOTE
Report Automation - Levels Customization
Have the ability to choose which entities and reports will have levels. Currently if you are including levels in Report Automation, it is the same across the board on all clients. Example - Choosing Level 1 with a report template that includes the...
0
Under Consideration
22
VOTE
Download and record outside bank account activity similar to credit cards
It would be nice if there were ways to download and record outside bank account activity the exact same way we do credit cards. BAI file format in the import statement screen isn't viable for all bank accounts but most banking sites have the data ...
0
Under Consideration
2
VOTE
AGL - Credit Card Workflow - Request for Additional Function
I'd like to suggest an additional function to the AGL Credit Card workflow - ability to select multiple line items for simultaneous coding. OR.. the "Machine Learning" function to also apply to "Split" line items. Only non-split line items seem to...
0
Under Consideration
12
VOTE
Move or add cancel buttom to top of screen/invoice/window
I was recently advised that in order to avoid locking (pick a subject), that we should hit CANCEL at the bottom of the screen instead of the X to close the window. Could the CANCEL button be added to the top of the screen to avoid having to scroll...
1
Under Consideration
2
VOTE
Interntional wire approval - External Users
Currently external users can only approve international wires on the mobile app. This should also work for the AgilLink website, for users who do not choose to utilize the app. It is incredibly inconvenient to have to switch between the browser an...
0
Under Consideration
3
VOTE
Add Invoice Type Sorting to Pending/ To Approve/ To Release/To Pay Screens
Please add the option to sort for Recurring/Non Recurring Invoices to the Pending/ To Approve/ To Release/ To Pay screens. Right now, we can only sort that way on the To Review page - that is not a sufficient use of that utility.
0
Under Consideration
7
VOTE
Add ability to mark/unmark GL lines for 1099's on vendor setup
It would be very helpful on vendors who have coding lines that should not receive a 1099. Example, paying rents and reimbursing expenses - if we could mark the vendor's Rent Exp for 1099s and Unmark the expense reimbrusement coding lines in the ve...
0
Under Consideration
20
VOTE
15
VOTE
32
VOTE