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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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Should be able to create a Discount Invoice. Example: 10 net 10
over 2 years ago in  0 Removed
If there could be a way for the system to distinguish between a set check vs. document/report printer, that would be very helpful, so that users do not accidentally print reports to check printers. Currently, they have to always be aware of what p...
about 3 years ago in  0 Removed
When viewing PDF documents in imaging, one should have access to some of the basic features Adobe Acrobat already provides (i.e. to use the highlighter pen, arrows, underline and tic tac calculator feature) rather than making those changes to the ...
over 6 years ago in  0 Removed
Have the ability to add, edit, or delete branches on the drop down list in bank accounts
over 2 years ago in  1 Removed
Have the "Alerts" display turn RED when there is an item pending in there; otherwise it could be easily missed.
over 6 years ago in  0 Removed
It would be helpful if the system wouldn't log you out so fast, often and while recording a journal entry. Or some save feature for the work you have already done so you wont have to lose it.
over 2 years ago in  0 Removed
CNB has created a way to order cash requests online. This will now require someone to enter the request and someone to approve the request. This transaction then needs to be processed as an auto-debit in AgilLink and entered again. It would be gre...
over 2 years ago in  0 Removed
There shoudl be a button to upload credit card files directly in the "To Enter" credit cards box so you don't have to go to the Transactions > Manage Statements to uplaod the qfx/ofx file.
almost 2 years ago in  0 Removed
A UI redesign of the Review Statements screen should place split coding on same screen and remove split coding pop ups so that users may view all split info without having to open several pop ups.
over 5 years ago in  0 Removed
When you print a check there's nothing that indicates if it successfully went through or not. A confirmation pop up saying something like "this check has printed" would help a lot for people who work remote and can't go phsyically look at the prin...
almost 2 years ago in  0 Removed