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...

Add Column to journal entry screen to include Vendor. Currently only able to apply vendor if 1099 eligible. Client would like the ability to add this within the journal entry screen and on the credit card transactions. Many clients pay certain bil...

Currently we have to begin to type a number or a name to get the list of possible clients to populate. It would be nice to be able to click and have all our clients populate in an alpha or numeric list that we can then select from, with the abilit...

The To Review inbox should have the same filters as the Pending inbox. Having the ability to filter by group, client, or user would be a great help in identifying higher priority items

sometimes you only have part of the number or you may use the same number for commissions, you can then search for all of the SX0225 commission payments whether it's SX0225gary or SX0225neil.

Our Complance Team, asked to receive a listing of custodied bank accounts grouped by unique entity including their bank balances, number of accounts, and region of business. I was able to run the admin report "Bank Account Listing" to obtain the i...

When running an income statement using the new cross period date range option, there is no way to know what date range the report is for when viewing the amounts. Having a code for start date or having a code for date range instead of a start and ...

In Legacy we could click a box next to several deposits and click print and it would print in one pdf. However, in AgilLink we have to print each image and then combine together which is extremely time consuming when you have 25 checks to put in o...

Reports we could pull besides a ledger report for identifying vendors we need to 1099. The Transaction Report as well as the Vendor Summary Report do not capture any returned payments or credits from vendors. When receiving a returned payment, we ...

The check face should always be in words instead of numbers because some places do not accept checks with numbers. This has become an issue was certain organizations have rejected checks that have numbers in the check instead of written out words....