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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...
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...

AgilLink

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I was recently advised that in order to avoid locking (pick a subject), that we should hit CANCEL at the bottom of the screen instead of the X to close the window. Could the CANCEL button be added to the top of the screen to avoid having to scroll...
over 1 year ago in  1 Under Consideration
It would be very helpful on vendors who have coding lines that should not receive a 1099. Example, paying rents and reimbursing expenses - if we could mark the vendor's Rent Exp for 1099s and Unmark the expense reimbrusement coding lines in the ve...
about 1 year ago in  0 Under Consideration
It would be great if there was an option which would allow us to email 1099s to vendors through Agilink (rather than having to print and mail them or save the pdf and email manually)
over 5 years ago in  4 Under Consideration
When you Duplicate a Bank Statement and select the function "Associate Immediately" - currently AgilLink times out and crashes. It would be nice if this feature worked.
about 2 years ago in  0 Under Consideration
Please reduce the number of clicks required to close a period. It's too much, and I don't think a warning and confirmation prompt are necessary.
7 months ago in  0 Under Consideration
This should be on the drop down for tasks & reminders instead of needing to go back to home page.
over 2 years ago in  2 Under Consideration
Would like to see a dynamic variance column that represents the difference between whichever 2 periods your are choosing to display. (e.g. prior year end vs. current period, prior quarter end vs. current period, prior month end vs. current period)
3 months ago in  0 Under Consideration
In Legacy, there would be an error message generated on the screen if an international wire was paid after the wire cutoff time. Can that feature be added to AgilLink so that we know instantly if that wire needs to be reprocessed the following day...
over 3 years ago in  0 Under Consideration
User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.
3 months ago in  0 Under Consideration
have the ability to select all recurring invoice templates and place them inactive as a batch.
5 months ago in  0 Under Consideration