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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 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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Showing 1755 of 1755
So I have occasional need to provide G/L reports to various people who then also would like or be able to take advantage of being able to see the associated backup that supports that ledger. In the attached example it would be nice to have the abi...
8 months ago in  0 Potential for future consideration
An end of month report we do contains the bank rec, cash flow, and bank statement. It would be nice to save this as a custom report and agilink will automatically put them together for specific period. This would be a huge time saver rather than d...
over 2 years ago in  0 Potential for future 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...
over 2 years ago in  0 Under Consideration
To use criteria other than "contains" search in the advanced search would be useful particularly for admins when trying to search across wide swaths of client data. So for example if I wanted to search for everything that has used a certain GL cod...
over 1 year ago in  0 Potential for future consideration
When running an income statement in the Levels Per Section format, the very last Net Income (Loss) Line should total all the Level Net Income (Loss) amounts. As it currently stands, there is no summary of the different levels so clients would need...
over 1 year ago in  0 Potential for future consideration
Currently you can only search one vendor at a time. Being able to search a few specific vendors during one search would save time.
over 5 years ago in  0 Under Consideration
It would be helpful for AgilLink to give indication of what bank account is being referenced whenver attempting to enable a bank service. EX: A"ctivity Report can not be enabled for this bank. It is already enabled other on bank matching the same ...
over 1 year ago in  0 Potential for future consideration
Currently, users may send a link to specific workflow items that need to be approved. Users should also have the ability to email a link which will take the recipient to the entire "To Approve" box
almost 2 years ago in  0 Potential for future consideration
SYSTEM WILL ALLOW TO DO JE, ENTER INVOICE, ENTER CREDIT CARD CODING ALL THE WAY THRU THE END AND WHEN YOU TRY TO SAVE IT ONLY THAN DOES IT TELL YOU THAT PERIOD IS CLOSED. CAN IT BE FIXED SO WHEN YOU PUT A DATE IN THE CLOSED PERIOD IT WILL LET YOU ...
over 5 years ago in  0 Under Consideration
Some of our clients have so many recurring invoices that it's difficult to find the one you're looking for on the Review Invoices page in order to approve it. If we had the same sorting options on this screen as we do on the Approve Invoices page,...
about 4 years ago in  0 Under Consideration