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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...
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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.
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Request for workflow approval for journals.journals 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 trans...
about 6 years ago in  0 Under Consideration
The bank Definition for CNBNYPARK is incorrect and the bank name should be correct to read as: CITY NATIONAL BANK, and the rest should be all CAPS. I already advised him to change the branch name to custom to make the fields editable, but wanted t...
about 1 year ago in  0 Under Consideration
User reported that when making a user inactive, the user still needs to have atleast 1 client group added to their user profile. Being inactive should nullify that requirement and if the user is then later made active, a client group should be req...
about 1 year ago in  0 Potential for future consideration
Before AgilLink logs a user out for inactivity, it would be great if there could either be a sound or screen alert, so that they can choose to stay active and save/complete their work
about 3 years ago in  0 Under Consideration
In the Vendor Export, there is currently not a way to type in the code name or client code to bring up the entity that you are looking for. This then takes time to find the specific client, or group of clients.
8 months ago in  0 Potential for future consideration
When users are presented the list of categories from which to choose, it's useful to prioritize them to those created in the site vs those inherited from others. Over time, it becomes unmanageable and everybody has already figured out the * in fro...
almost 2 years ago in  0 Potential for future consideration
In Imaging you can search cash receipt backup by “search terms” and by “Relationships” see image below. In Agilink we do not have those options to search in Deposit Backup.
over 5 years ago in  0 Already exists
It would be helpful to run A/R Aging on all clients monthly within a group / team to stay on top of receivables.
over 4 years ago in  0 Potential for future consideration
Currently we can only select specific clients in the Pay Invoices screen, but we would like to be able to filter by Group to get a better picture of cash requirements.
over 5 years ago in  0 In Development
Deleting documents that are not needed in the To Complete takes too long as you have to delete documents one by one. Would save more time if we can select multiple without having to go into each document.
over 2 years ago in  0 Under Consideration