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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.
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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Currently if you want to run a report through today, you need to select "select date", then "enter a future date", then click on the calendar, then select today. It would be helpful to have the option to only have one click instead of four
about 6 years ago in  0 Removed
Cash Flow does not provide an option for Final transaction account (include the final recode).
about 3 years ago in  1 Removed
On the FYI, we alert for changes, but we do not alert for deletions. Is it possible to have on the FYI’s for Journals, Deposits, and Payments an alert for deletions.
about 3 years ago in  0 Removed
When you print a check there's nothing that indicates if it successfully went through or not. A confirmation pop up saying something like "this check has printed" would help a lot for people who work remote and can't go phsyically look at the prin...
about 2 years ago in  0 Removed
The Include Totals by GL Acct option should not be checked by default
about 2 years ago in  0 Removed
Add GL coding to the list of invoices to approve in the 'to approve inbox' and for quick approvals. This request is from John at site 10039.
over 6 years ago in  0 Removed
Is there anyway to increase the number of characters in the description line? There’s no way we can properly bill with only 100 characters. I cannot even use multiple lines as it requires quantity and unit price to be greater than 0. This is a ser...
over 3 years ago in  1 Removed
If a user has three family sets of clients organized by groups in their user profile they can only see the clients on the dashboard based on the active client in the menu. Account Managers would like to view all the balances for the clients they a...
over 4 years ago in  0 Removed
I WORK IN MULTIPLE ITEMS AND THE TIMEOUT FEATURE IS TERRIBLE, AT LEAST MAKE IT AND HOUR
over 4 years ago in  0 Removed
If the user has access to all clients and then delegates for a user they see some clients listed twice in the quick approve page. We would like this changed so it only appears once if the user has to approve it at a later step then it should re-ap...
over 2 years ago in  1 Removed