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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 Ledger Report Defaulting to Levels rather than Consolidated/No Levels
Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...
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AgilLink

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EVERYONE WOULD BENEFIT. WHEN SETTING UP AND INVOICE FOR THE FIRST TIME ITS WOULD ELIMINATE THE NEED TO DUPLICATE
about 5 years ago in  0 Potential for future consideration
The validation should be updated to report the three following conditions as errors: If there are no bank accounts setup for a client
about 5 years ago in  0 Potential for future consideration
There should be a firm setting to enable/disable the ABA field when processing a deposit.
about 5 years ago in  0 Potential for future consideration
In the "Clear Checks & Deposits" screen, have a third tab for JEs that hit the cash account. This would be especially helpful for non-CNB clients' bank reconciliations.
over 2 years ago in  0 Potential for future consideration
When searching (or really using links of any kind), the new window of the search result selected pops up behind all other open windows. It should pop up in the front since it is what needs to be worked on.
over 2 years ago in  0 Potential for future consideration
We print this report daily for all clients and it's over 100 pages long- nearly half have no activity yet still print a blank page. Can we have the option not to print the page or generate no activity pages?
over 2 years ago in  0 Potential for future consideration
so we dont have to keep clicking around
over 2 years ago in  0 Potential for future consideration
Firm states that they are limited to 10 digits when entering acct. numbers. Since government checks are 12 digits, they need 2 more characters added.
about 5 years ago in  0 Potential for future consideration
A/R Module should include Open Invoice Reports.
over 2 years ago in  0 Potential for future consideration
Update repetitive to follow business workweek vs. 7 days a week. Definitions currently don't take into account weekends or holidays. This is an option in Business Suite
over 2 years ago in  0 Potential for future consideration