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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 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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"Define Templates" has lost context in the new "Banking" menu, and it could be easily misinterpreted for new users. I suggest that it reads "Define Transfer Templates" or something similar.
about 5 years ago in  0 Potential for future consideration
Give admins a setting so they can disallow users from setting up online banking email notifications to an alternate email address
about 5 years ago in  0 Potential for future consideration
SINGLE SIGN ON CAPABILITY INTEGRATION to the firm's windows network
about 5 years ago in  0 Potential for future consideration
This is a security issue of high concern - Users can continually reprint the same check until the pop-up window is closed. In Legacy, only DF Admins are allowed to reprint checks.
about 5 years ago in  0 Potential for future consideration
This will allow more flexibility between teams wanting ultra-summarized vs. those who don't
about 5 years ago in  0 Potential for future consideration
The validation should be updated to report the three following conditions as errors: If a bank account definitions contains a RECON.BANK token that does not exist in the DFT.BR,BANKS file * and * where the subroutine is not BR.SUB.IMPORT.CNB
about 5 years ago in  0 Potential for future consideration
The validation should be updated to report the three following conditions as errors: If a MDS,CLIENT_XXX,BANK-DEF,BANK-DEF file cannot be opened
about 5 years ago in  0 Potential for future consideration
You should be able to inactivate a user with a future date. If I know an employee is going to be leaving my firm I should be able to prepare for that by going in and placing a future inactive date on that user.
about 5 years ago in  0 Potential for future consideration
When trying to approve a bill and there is no client code set in the page, use the client code from the bill that is being approved. We do this when trying to enter an invoice and no client code is set.
about 5 years ago in  0 Potential for future consideration
If you go through and pick the security questions first then start writing in the answers if you tab from the confirmation answer from the first question it resets your already selected question for question #2.
about 5 years ago in  0 Potential for future consideration