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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 Increase Character Limit in AgilLink -Int'l Wires
The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...

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Showing 1837 of 1837
Can we have a report to confirm if Send to Bank was checked on Stop Payment?
about 1 year ago in  0 Already exists
The save button when inputting credit card transactions stays put at the bottom of the screen. When you have a credit card statement that is over 150+ line items, and wish to save, you need to travel to the bottom of the page, save, then scroll ba...
about 4 years ago in  0 Under Consideration
When running a Search based on entering a key word, I need a search on both the image description and GL description.
about 6 years ago in  0 Under Consideration
It's not helpful to search for an investment statement by its scan date. We need to be able to quickly search for a specific statement by entering the statement date and/or date range.
about 3 years ago in  0 Already exists
A UI redesign of the Review Statements screen should place split coding on same screen and remove split coding pop ups so that users may view all split info without having to open several pop ups.
about 6 years ago in  0 Removed
The images that need to be attached to an invoice are not getting attached and are piling up in the To Enter Invoices section. This is causing double the work in order to correct people's mistakes.
about 2 years ago in  0 Under Consideration
When receiving an error message on the Transactions->Review Statement menu, the system does not inform you what line is causing the issue. The Error messages should include the line details so users can find the issue easier. The error message ...
about 1 year ago in  0 Potential for future consideration
It's great to be able to populate the additional search terms or additional description on large sections of the chart templates via the upload tool, however, if one were to make a mistake or decide it's not as useful as hoped, there is no way to ...
about 2 years ago in  0 Potential for future consideration
When a client only has one journal to enter, the Id does not show up after it has been submitted. Or when it is the last journal entered, it just takes you back to the inbox.
about 2 years ago in  0 Potential for future consideration
We would like to to have the option to have transaction dates posted on the transaction date vs the statement date.
about 2 years ago in  0 Potential for future consideration