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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.
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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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The screen to select banks accounts includes inactive banks. Clients frequently close accounts or move banks and don't want to see a long list of banks of which a number might be inactive
over 5 years ago in  0 Under Consideration
Please add the option to sort for Recurring/Non Recurring Invoices to the Pending/ To Approve/ To Release/ To Pay screens. Right now, we can only sort that way on the To Review page - that is not a sufficient use of that utility.
7 months ago in  0 Under Consideration
Add a total roll up section in a GL Report. Client wants to see a recap of the debit & credit totals at the end of the report. They also want a "Compression" report added. Both features currently exist in Legacy.
about 6 years ago in  0 Under Consideration
Run a Multi-Client Income Statement that supports Levels or use Report Automation to run separate saved reports (that support levels) but combine them into a single excel workbook
about 1 year ago in  1 Under Consideration
In the bank id, vendor id, or any id used in the system should not allow spaces to be inputted.
2 months ago in  0 Under Consideration
This is useful for when a client is in the last approver step and they approve the invoice but add a note to it. The user paying the invoice can see that a note has been added.
over 4 years ago in  2 Under Consideration
When you are on the Bank Reconciliation screen there should be a link to the bank statement image
10 months ago in  0 Under Consideration
Currently there is no umask password option on the AgilLink login screen. Having this feature will help users verify the password they're inputting is correct.
10 months ago in  0 Under Consideration
the print detail description - this should be available to other reports not just Cashflow - (ledger, deposit, etc)
about 2 years ago in  1 Under Consideration
RA is limited to only allow one schedule per template. You can add the saved reports on the first set-up page but will only allow one schedule per template on the next page.
10 months ago in  0 Under Consideration