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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.

AgilLink

Showing 1811 of 1811
Client doesn't want a page to print "There is no data to report for the Income Statement Schedule." I know that this is our indication to the firm that we are processing the request, but for this particular client, it doesn't have any data.
about 2 years ago in  0 Already exists
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...
over 5 years ago in  0 Under Consideration
Add the ability to login to the mobile app using Face ID
about 2 years ago in  0 Potential for future consideration
Default coding should allow for default descriptions per GL as well as GL specific 1099 coding
about 2 years ago in  0 Potential for future consideration
Adding a run & save feature on this page would save a lot of time, in the case that customized reports need to be run on a regular basis for different customers.
about 2 years ago in  0 Potential for future consideration
I want to setup my system to only require signature passwords on check reprints.
about 1 year ago in  0 Potential for future consideration
The AR aging report does not produce any results when I enter a custom date range of 90,180,360
about 2 years ago in  0 Already exists
The External user role should not be a separate view, it should be the same view an internal user gets. We should also be able to turn off the To Enter, and Pending inbox view for users. Clients don't need to see the work on "my desk"
about 2 years ago in  0 Already exists
When splitting credit cards, I can only see the items that were split to the entity I'm currently reviewing. I need the option to see the full credit card statement and splits so I can ensure everything was coded/ split properly. I have to open to...
about 2 years ago in  0 Under Consideration
All of our recurring invoices go through the Review workflow, but we still have to go back into each item and re-approve the invoice before it can move to the next step in the workflow
about 2 years ago in  0 Planned