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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 Increase Character Limit in AgilLink -Int'l Wires
The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...

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don't need to review these items since it is under $600
over 5 years ago in  0 Under Consideration
No description provided
over 5 years ago in  0 Under Consideration
One should be allowed to make a partial payment in the Manage Payments section. Some of our clients write manual checks for a portion of an invoice total and will pay the remaining balance later. They pay multiple invoices on one check so we need ...
over 3 years ago in  2 Potential for future consideration
When splitting a credit card to an entity that uses levels, the title of those levels should show up (instead of the standard Level 1, etc.).
over 2 years ago in  0 Potential for future consideration
I checked the box for “Show time and date in footer” however, it only time and date stamps when I select the PDF export option. This is a current limitation in AgilLink. Please accept this enhancement request to get the footer information listed v...
about 1 year ago in  0 Potential for future consideration
Want a report of deposits done on a day not based on the accounting date, but entry date
over 2 years ago in  0 Potential for future consideration
Could we put in a suggestion to Agillink to update their Excel Cash Flows, so that the beginning and ending cash are formatted as numbers?
about 1 year ago in  0 Under Consideration
Ability to center titles on three column balance sheet
over 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
over 3 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.
almost 6 years ago in  1 Under Consideration