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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...
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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.
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Showing 1755 of 1755
In the "Reconcile-Auto" section it would be nice to update bank balances if needed. This would be helpful for bank accounts that do not have entitlments or balances pulled in from the bank (CNS, other brokerage accounts or non-cnb accounts.) Also ...
about 2 years ago in  0 Potential for future consideration
Currently AgilLink does not allow for the creation of workflow rules based on a client's bank accounts. Some external approvers only need to approve on certain bank accounts so allowing this feature would be extremely helpful.
over 5 years ago in  1 Under Consideration
User is running the Balance sheet report. The total of the Equity and Liability match the Assets and end in $736.08 but when its rounded to the dollar the Assets changes the amount to $735 and Equity and Liability rounds to $736. Can we please get...
about 2 years ago in  0 Under Consideration
I have heard from users that when they are in the To Approve inbox or To Enter Inbox they are unsure what clients have transactions to deal with so filtering the boxes is not as useful. With a Collapse all button they would be able to view each cl...
over 3 years ago in  1 Potential for future consideration
It would be really helpful to be able to see a list of users assigned to a given group.
over 4 years ago in  0 Under Consideration
We used DFLink in Datafaction regularly for investor distributions and it has been such a time-saver. The spreadsheets we use are clear and easy to update. We were told there is an equivalent in AgilLink but the format of the spreadsheet is very c...
about 2 years ago in  0 Under Consideration
The comments entered on AP invoices used to appear on the AP approval inbox screen in Imaging. Can this be added to AgilLink please? We use a print of this as a check register and the comments communicate payment routing instructions for our admin...
about 1 year ago in  0 Potential for future consideration
The SSRS report viewer has a refresh button. In most cases, the refresh does not update the report. Woody Creek is asking to remove it as it causes confusion
about 1 year ago in  0 Potential for future consideration
Whenever I export a rollup report to excel and want to copy the data to a new sheet, it also copies all of the hidden detail rows. This negates the whole point of running a rollup report which is to be able to view and manipulate the data from the...
about 2 years ago in  0 Potential for future consideration
User re-activated a bank account but it did not make the GL Cash Account Active, it should be an option or automatically done.
about 1 year ago in  0 Potential for future consideration