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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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    Showing 1837 of 1837
    The system currently does not list the bank id’s in the drop down after bank accounts have been created. Additionally, when a new account is created, the bank ID is sometimes not correct according to how many accounts were already created (example...
    over 1 year ago in  0 Potential for future consideration
    Having the ability to select specific users who can access client lists would be incredibly beneficial for running reports and auto bank recs. Currently client lists are only available to the one user who created it or have it globally available t...
    over 1 year ago in  0 Potential for future 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)
    over 2 years ago in  0 Potential for future consideration
    When enabled at the user level, AgilLink Online Banking Notifications can currently send out banking alerts to users for anything that is "Action Required," which include EASI transactions that fail, are pending or rejected. With regards to the ne...
    8 months 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.
    almost 2 years ago in  0 Potential for future consideration
    When uploading a pdf can we have the bookmarks also imported (Similar to what DF currently offers)
    over 1 year ago in  0 Under Consideration
    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...
    over 6 years ago in  0 Under Consideration
    Under Define Vendor, if you go to Previous Payment, nothing will show up in Last 12 Months, or All History if the payments to that vendor were entered as Payments, not Invoices. It would be very helpful if they would show up here without having to...
    about 3 years ago in  0 Under Consideration
    Currently if a template is set up, and the user forgets to check the "make template available globally" checkbox, there is no way to go back and check it off, as it is greyed out.
    over 2 years ago in  0 Under 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...
    almost 2 years ago in  0 Potential for future consideration