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PINNED Agillink Bug: Manage Payments and Approved Invoices: Info Missing on Checks
Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.
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...

AgilLink

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Just like the partial payment option for checks, it would be very helpful of partial payments for Wires/ACHs as well.
about 2 years ago in  0 Potential for future consideration
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
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
Please add option to payment terms to vendor profiles
about 1 year 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