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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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Showing 1808 of 1808
Deposit Report - Showing Items that have been approved/reviewed
almost 3 years ago in  0 Potential for future consideration
Add a folder to associate backup documents
almost 3 years ago in  0 Already exists
voided check should have option to reuse or delete instead of going right back into approval mode
almost 3 years ago in  1 Already exists
No description provided
about 4 years ago in  0 Potential for future consideration
looking for sales by customer, sales by month, total sales and then by customer within that.
almost 3 years ago in  0 Removed
Look at title of PDF and look at delimiters and code to imaging per each field DF Scan
over 5 years ago in  0 In Development
No description provided
over 4 years ago in  0 Under Consideration
Once an Invoice is created by the Credit Card module, it shows in the CC module as Previously processed. When you filter these Prev Processed items it Cancels the invoice and sends the image back to the To Enter inbox. The user will have to submit...
about 7 years ago in  0 Removed
When looking through reports (deposit reports, balance sheets, etc), when you switch between clients, Agilink should keep any prefilled out items (date ranges, etc) that you choose in the first one.
almost 6 years ago in  0 Removed
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...
over 1 year ago in  0 Potential for future consideration