ADD A NEW IDEA

Pinned ideas

View all
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...
Share feedback 0
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.
Share feedback 0

AgilLink

Showing 1811
Please add an option in Alerts for us to see when we have locked a document, so we know to clear it. Please also put the "Clear Locks" button in an obvious location. Currently its buried in our User ID, Change Profile, Admin, Actions, Clear Locks,...
over 5 years ago in  0 Potential for future consideration
Could we put in the ability to check a bank account, as its being entered in the Bank Definition page, to confirm it doesn't exist on any other client? If it does exist on another client can an error message be presented saying "This account has a...
almost 3 years ago in  0 Removed
Add the ability to drag & drop images in the detail tab of transaction screen
about 7 years ago in  0 Removed
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
looking for sales by customer, sales by month, total sales and then by customer within that.
almost 3 years ago in  0 Removed
No description provided
about 4 years ago in  0 Potential for future consideration
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