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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 Agillink Bug: Manage Payments and Approved Invoices: Info Missing on Checks
Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.
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When running a Trial Balance, you can delimit the report only by the first Level. This is fine is all levels are an implied hierarch (e.g. Tour, Continent and City, or Series and Episode). The problem is when the levels ae independent (e.g. Proper...
over 5 years ago in  0 Under Consideration
Client would like to also see the transaction details along with the copy of the image, when the link is sent via AgilLink. I've attached an example.
over 5 years ago in  0 Under Consideration
Add a new row on the printed AR invoice under Invoice Summary for client code. This is currently printed on the legacy AR invoice
over 5 years ago in  0 Under Consideration
Within each bank account, we need to have the ability to have other partners approve but with a non-approval partners signature printing on the approved check.
over 5 years ago in  0 Under Consideration
Users would like GL subtotals to be added for split clients in the Credit Card Import Report. This would be done when sorting by GL coding.
almost 6 years ago in  0 Under Consideration
Client would like to be able to restrict user from gaining access to a specific bank account for a client. For example, John Smith (client) is in Group A and has 4 bank accounts but the admin would like to give their user access to view 3 out of 4...
about 6 years ago in  0 Under Consideration