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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.

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Showing 1842 of 1842
TFS #122798
over 4 years ago in  0 Under Consideration
Is there anyway to increase the number of characters in the description line? There’s no way we can properly bill with only 100 characters. I cannot even use multiple lines as it requires quantity and unit price to be greater than 0. This is a ser...
over 3 years ago in  1 Removed
Allow us to delete items in "To Pay" without having to click in it and then click delete. Let us check off one or multiple entries and click "Delete All" from the list view of "To Pay."
over 2 years ago in  0 Potential for future consideration
Ability to change the view to filter by group, instead of viewing all clients. I can select to only view certain clients/ groups
over 3 years ago in  0 Under Consideration
Logged on behalf of Andrea Bacon from Ground Control. Currently only those incoming ACH/Wires that have certain BAI codes display an image in the to enter deposits inbox. Firm would like to see images for all incoming deposits (especially transfer...
over 2 years ago in  0 Potential for future consideration
don't need to review these items since it is under $600
almost 6 years ago in  0 Already exists
It would make sense to have the "Transfer Funds Template" and "Transfer Funds" processes under Banking (and a column for Transfers), instead of under Transactions - Journal Entries
over 3 years ago in  0 Under Consideration
I noticed that in the morning when i work, everything works very smooth and quick. However, later in the day, it slows down, when i believe more people are using Agillink. More servers/ better servers for quicker load times.
about 1 year ago in  0 Potential for future consideration
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.
over 2 years ago in  0 Already exists
No description provided
almost 6 years ago in  0 Under Consideration