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PINNED Ledger Report Defaulting to Levels rather than Consolidated/No Levels
Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...
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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Currently can file 1,000 TCC Codes, however, client has over 3,000 TCC Codes
almost 5 years ago in  0 Potential for future consideration
When you set up and alternate name on a bank definition that uses lines 2 and 3, the font it uses on the check face is smaller than line 1. Legacy didn't do this. This is a cosmetic problem when you want to print the name of both spouses on the ch...
almost 5 years ago in  0 Potential for future consideration
Users would like Incoming Wire and ACH images to automatically enter a deposit. Also, if deposits are created from an Automatically Recorded Deposit, have the incoming Wire and ACH images automatically replace images on these deposits.
almost 5 years ago in  0 Potential for future consideration
Bank accounts cannot have GL accounts with divisions in AgilLink. If this condition is detected, return an error.
almost 5 years ago in  0 Potential for future consideration
Current & Prior Year earnings accounts in AgilLiink cannot be divisional. Return an error if a client has this condition.
almost 5 years ago in  0 Potential for future consideration
Add the last closed date to the same line as the Client name on the main page. When there are multiple clients on the home page, it would be nice to see the last closed date for each client entity as opposed to just the one that is listed in the s...
almost 5 years ago in  0 Potential for future consideration
Validation: Add warning if IBAN exists but Int'l Wire Pmt Method is missing on a vendor, e.g, IBAN found but no WTI Pmt Method. IBAN will not be extracted
about 5 years ago in  0 Potential for future consideration
Validation: Add warning if SWIFT exists but Int'l Wire Pmt Method is missing on a vendor, e.g, SWIFT found but no WTI Pmt Method. SWIFT will not be extracted
about 5 years ago in  0 Potential for future consideration
FBMM would like the journal report to have the option to choose legal size
about 5 years ago in  0 Potential for future consideration
The "Submit Feedback" option isn't appearing in the menu on all pages. You can find it on the Home Page, and the Entitlements screen, but it doesn't appear on the Ledger Report, or the Income Statement screens. Without a consistent menu, users may...
about 5 years ago in  0 Potential for future consideration