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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...
PINNED Option to Delete a Swift Code
Submitting enhancement on behalf of NKSFB, LLC, site code: 10084. User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.

AgilLink

Showing 1756 of 1756
Allow the end user to set where a pop up window opens. Currently working with multiple monitors and I'd like to have all pop ups appear on my secondary window vs. having to always drag it over
over 5 years ago in  1 Potential for future consideration
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...
almost 3 years ago in  0 Potential for future consideration
In AgilLink, when checks print without a signature when a signature is available, users often have questions as to why. Currently, there is effectively only one reason: "Rejected by user", which indicates that the "Print Laser Signature" option is...
9 months ago in  0 Under Consideration
Ledger balance (on front page of Agilink) should reflect all checks/transactions written in the ledger including unapproved checks and posted dated checks.
almost 6 years ago in  1 Potential for future consideration
The Commissions Report type "All Deposits - Memo Only" was an option for this report in DFX, but was not moved over to AgilLink. This option is very helpful in that you can see all the deposits for the desired date range which helps ensure that no...
almost 3 years ago in  0 Already exists
attached is my support ticket with details
over 1 year ago in  0 Potential for future consideration
Would love to see A/R Aging Report as an option on the report automation so we can quickly run an Aging Report across multiple clients at the same time.
over 3 years ago in  0 Potential for future consideration
Currently, you can only filter by client in the To Review and To Pay inboxes. It'd be very helpful if we were able to filter by client group in these inboxes.
over 3 years ago in  0 Under Consideration
The images that need to be attached to an invoice are not getting attached and are piling up in the To Enter Invoices section. This is causing double the work in order to correct people's mistakes.
over 1 year ago in  0 Under Consideration
As this can be a very helpful report to run either by a group of clients, or one client at a time, it would be very useful to have the ability to export it into PDF or Excel. Currently, you can only print to screen/take a screenshot.
about 2 years ago in  0 Under Consideration