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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.
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 find myself having to run this cash liquidity report for it to give me adjusted balances with open invoices but not physically see what is opened. I can't click on it to see it. This should be a feature added to this report to avoid me having to...
over 4 years ago in  0 Under Consideration
Ability to print backup with a check would help with things like medical bills or something that requires a remit slip
over 2 years ago in  0 Potential for future consideration
Currently, there is no "next" button, in order to reconcile and/or move on to the next account. Instead, the user needs to go back to the main bank reconciliations screen to choose another account to reconcile.
about 3 years ago in  0 Under Consideration
We would like for Scan Only users to have the ability to Search and View items in AgilLink.
9 months ago in  0 Potential for future consideration
. A “Zero Dollar Invoice”1 would be an excellent way for us to recode invoices that were incorrectly coded in a closed period. Also, as someone who likes to export data to csv files, this would help me create better pivot tables. If I have overloo...
almost 4 years ago in  1 Under Consideration
(1) consolidate all transactions into one vendor (2) save time without having to search /view 2 or 3 of the same vendor fror look up on payments history
about 3 years ago in  1 Potential for future consideration
Have the ability to add, edit, or delete branches on the drop down list in bank accounts
over 2 years ago in  1 Potential for future consideration
if making adjustments to a complicated JE, there's no where to look at the screen to confirm what JE you're in. Seems like an easy add-on that would help a lot.
over 1 year ago in  0 Planned
Excel is the most used tool by Accountants: Specially for Audits, to search items not easily identified or matched, Excel capabilities like: Pivot Tables Text to Column Search Math operations Conditional formating The list could go on for pages I...
over 5 years ago in  0 Under Consideration
Field is locked once you have submit the page
over 2 years ago in  0 Under Consideration