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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.
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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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AgilLink

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Deposit Ticket check box should be in red or a larger font. It looks like most people want it checked by default but most cases we're just recording and not send it to the bank.
over 5 years ago in  0 Potential for future consideration
Could we enable to review approvals on the app for internal users Account Managers?
almost 3 years ago in  0 Potential for future consideration
can we get a vendor selection to run this report for a single or multiple vendor option?
almost 3 years ago in  0 Potential for future consideration
Workflow – can we get the ability to search with wildcards on template option ie (GS-]) for searching.
almost 3 years ago in  0 Potential for future consideration
Would like the following options made available to change a check number on a manual check: 1 – give us the ability to change the check number 2 – give us the ability to delete the check and re-enter it, instead of voiding it.
over 5 years ago in  0 Potential for future consideration
Logged on behalf of Angela from Wiles & Taylor, site 10093. Ability to manually adjust data on deposit slips in AgilLink (specifically MICR line)
over 5 years ago in  0 Potential for future consideration
You should have materials available that highlight the Client experience with AgilLink. Sample Reports, Demo of the Client approval access, etc.
over 5 years ago in  0 Potential for future consideration
Add a new option to only add the currency sign on the first line of each section of the financial statement. Currently you can only do first line and totals.
over 5 years ago in  0 Potential for future consideration
When exporting the cash flow report (description on separate column) to Excel, the description line is not aligned with the payee or net amount line. I need to manually fix each entry before being able to send this report out to clients
over 5 years ago in  1 Potential for future consideration
When I export a report like the invoice register to excel and try to print, I have to redo the margins each time to ensure it prints properly. The left margin is always set to .25 and the right is set to 0
over 5 years ago in  0 Potential for future consideration