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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 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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Showing 566
the print detail description - this should be available to other reports not just Cashflow - (ledger, deposit, etc)
almost 2 years ago in  1 Under Consideration
Currently, when you make a bank account inactive, it can still be the option for a vendor as the Pay Only From Bank. This can cause issues if you then try to create an invoice for the vendor or have a recurring invoice you would like to cancel. By...
almost 2 years ago in  0 Under Consideration
Count of Transactions by Client/Group for a date range (e.g., total checks, deposits, journals, etc.) Count of Transactions by User for a date range (showing which clients were worked on and totals of checks, deposits, journals, etc.)
over 3 years ago in  0 Under Consideration
The Home page is showing balances of an account that is closed at CNB and has an Inactivated status in AgilLink
about 1 year ago in  0 Under Consideration
User advised that when there's a specific bank listed in the 'Pay Only From Bank' on the vendor setup, there's a bank dropdown that displays when a user tries to record a payment. While that screen may error out after the fact, it would be nice th...
almost 2 years ago in  0 Under Consideration
Saved Liquidity Report shows a combined client list on one page with a grand total. When using the saved report in RA the liquidity report runs a separate liquidity report for each entity.
over 1 year ago in  0 Under Consideration
When you split a credit card within a client you cannot pay from multiple bank accounts unless you issue a check. Would be nice to use 2day epay from multiple bank accounts instead of printing and mailing a bunch of checks or having to go online t...
almost 5 years ago in  1 Under Consideration
For clients using levels, when requesting financial reports, right now there are only the choices of: Consolidated, Levels per Section, and Horizontal for printing Balance Sheet, Income Statement, Schedules, and Trial Balance reports. Attached is ...
almost 2 years ago in  0 Under Consideration
We'd like to be able to export all vendor data in AgilLink - in order to reupload back into AgilLink for a different client. For example, if we inherit a client from a different business management firm - we have to create the new client from our ...
over 1 year ago in  0 Under Consideration
There needs to be more clarity on how and why the error, Invoice ID Already Exists occurs, as there's no indication in AgilLink currently.
5 months ago in  0 Under Consideration