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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 Option to Delete a Swift Code
Submitting enhancement on behalf of NKSFB, LLC, site code: 10084. User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.

AgilLink

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Please add a search function by vendor ID, not just vendor. There are often several vendors by the same name, searching by the vendor ID would not only help with sorting, it would help save us time.
almost 4 years ago in  0 Under Consideration
In Datafaction, we were able to directly paste multiple lines of data from Excel into the coding section of journals/invoices. This essential feature is missing in AgilLink and would provide a valuable alternative on days when Journal Upload does ...
12 months ago in  0 Potential for future consideration
Add a cropping tool to image uploads.
12 months ago in  0 Potential for future consideration
In DF users would get notifications that would include the original foreign amount and the exchange rate used, and in AgilLink it is no longer is on the notification. It is very helpful to have both, especially when the exchange rate used is the p...
almost 5 years ago in  0 Under Consideration
Deposit history by client as well. When you access these pages the lists are not organized in any fashion. You may sort the list alphabetically by clicking the arrows for the columns, but sorting alphabetically by default would help greatly when l...
about 1 year ago in  0 Potential for future consideration
Add GL coding to the list of invoices to approve in the 'to approve inbox' and for quick approvals. This request is from John at site 10039.
about 6 years ago in  0 Potential for future consideration
We were able to do this in legacy - I would like to recode some deposits, but they have been reconciled; we used an incorrect tax code and need to fix tax allocation; it appears that the deposit will need to be un-reconciled to do this. we don't w...
about 1 year ago in  0 Potential for future consideration
When users login via the mobile app the system does not record their login. In the user logs it only shows last login for the site and not the app.
about 2 years ago in  0 Potential for future consideration
Does not allow user to run report and chose “sort by due date” only. Once you run the report in View – you get the list below but when you chose the Due date sort it still is out of order. It looks like it is trying to sort by vendor & vendor ...
about 2 years ago in  0 Already exists
When adding 'choices' to a considerably long list, those choices appear at the bottom. In order to alphabetize you're required to move the newly added option to its alpabetical position one spot at a time.
about 2 years ago in  0 Under Consideration