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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.

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Showing 1755 of 1755
Hi, It would be nice and efficient if you could implement a new features where you can import excel version with all allocations to Agillink or create an add-on to the current interface to have card members and enable filters for each column. This...
about 2 years ago in  0 Already exists
Please add option to payment terms to vendor profiles
about 1 year ago in  0 Potential for future consideration
Ability to center titles on three column balance sheet
about 3 years ago in  0 Already exists
Need to be able to indent, add page breaks, and control the font style like we did on the old financial styles
about 3 years ago in  0 Potential for future consideration
While I'm entering an invoice, I like to reference the previous invoice to check my work. While I have my invoice I'm working on up in one window, I open another window to check the previous invoice under that vendor. Then once I'm done reviewing,...
about 2 years ago in  0 Potential for future consideration
don't need to review these items since it is under $600
over 5 years ago in  0 Under Consideration
IN IMAGING WE ARE ABLE TO SEARCH BY THE NAME OF THE GL CODE IN ADDITION TO THE CODE ITSELF. FOR EXAMPLE, IF WANTING TO LOCATE ALL INSURANCE PAYMENTS, TO VARIOUS VENDORS AND CODED TO VARIOUS GL CODES A SEARCH FOR INSURANCE IN THE GL DESCRIPTION BOX...
about 3 years ago in  0 Under Consideration
No description provided
over 5 years ago in  0 Under Consideration
If the payor settings have the commission settings entered, it would be helpful if that carried over to the trained deposits per the payor set up. Currently, you must manually go in and select the commissionable income setting on each trained depo...
about 1 year ago in  0 Potential for future consideration
It would be useful (especially in light of recent bank troubles) to be able to generate a report that would list routing numbers and bank names for all vendors for ease of reviewing wiring and ACH instructions instead of going into each individual...
about 2 years ago in  2 Already exists