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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 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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The cash transaction summary report only shows the final balance of the GL accounts for the chosen period of time(usually year end balance). Would like to see the balance for each month of the chosen period.
over 2 years ago in  3 Potential for future consideration
User is looking for the ability to click on a total like Total Expenses and have a drill down transaction report open for all GL accounts that add up to that total expense. They are hoping for this feature to help figure out what a total is made o...
about 1 month ago in  0 Potential for future consideration
Datafaction used to have an option to print Journal Report by user which will show final version of all JEs entered by selected user. Agillink doesn't have this option. Journal Audit Report can show JEs by user however not only final version of JE...
about 1 month ago in  0 Potential for future consideration
In Legacy we could click a box next to several deposits and click print and it would print in one pdf. However, in AgilLink we have to print each image and then combine together which is extremely time consuming when you have 25 checks to put in o...
7 months ago in  0 Potential for future consideration
No description provided
about 1 month ago in  0 Potential for future consideration
In cases where a vendor changes their banking information or address, it is a lot of manual work to go into each of the entities that vendor is in, in order to update that information. Could the ability to have the Vendor Upload be used to make ch...
about 1 month ago in  0 Potential for future consideration
I am receiving complaints from clients that the password needs to reset too frequently. If possible, please extend this time frame. Thanks,
3 months ago in  0 Potential for future consideration
We need to search for previously paid invoices and deposits often. There are too many steps involved to find a transaction. Combined with the slow system, it is painfully long. If I am already in a client on the main page, I shouldn't have to ente...
almost 2 years ago in  2 Potential for future consideration
Is it possible to create a budget that can be in a different order than the numerical chart of accounts?
4 months ago in  0 Potential for future consideration
Unique email address to provide to vendors to send invoices and bills so that it is delivered directly to AL inbox, and does not clutter work email inbox, where things can get lost. For invoices that end up in our email we can forward to this AL e...
3 months ago in  0 Potential for future consideration