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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...
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.

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Suppress accounts not on natural client from predictive searches.
over 5 years ago in  0 Potential for future consideration
The tab feature would be helpful when going through invoices to pay. Currently the tab goes to the invoice number and the date but bypasses the check box. It would be helpful to tab to the box, and push the space bar to select/deselect the invoice...
almost 3 years ago in  0 Potential for future consideration
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
I would like to have a feature when uploading invoices to memorize the description i am writing on that space.
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
After searching for a JE in Search Images & Transactions, you get a list, and then open the posted JE by clicking on the JE link. Please add the display of the JE # in the JE screen that appears. On both tabs: Journal Entry and Details. This i...
almost 3 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
Can you please put AUTOFILL back on DESCRIPTION under IMAGE UPLOAD
almost 3 years ago in  0 Potential for future consideration
changing dates for small number of days is made much easier with keyboard shortcuts like this
almost 3 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.
almost 6 years ago in  0 Potential for future consideration