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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...
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 1846 of 1846
Ability to view but not edit addtl payment info for vendors. Some users cannot enter but must verify this info.
over 1 year ago in  0 Potential for future consideration
Separate workflow delegation by workflow type. A user can be a part of review, approve, and release workflows and I don't want to assign all workflow types to the same delegate
about 3 years ago in  0 Removed
On the BS & PL Fin Stmt Styles (Header section), the ReportDateLong token does not display the month in ALL CAPS (we tried editing the token to ALL CAPS, but the month still printed in mixed case).
over 6 years ago in  0 Already exists
We use deleted invoices to note our reasons for not making payment. We often refer back to our notes and we need visibility on deleted invoices for our audit trail. Can we add back to Search transactions and Images?
over 1 year ago in  0 Potential for future consideration
We need to know when a client walks into a branch and makes a deposit asap and not a month later when we receive the bank statement. There is usually a stub with more information which we can obtain if we know about the deposit when the deposit is...
about 3 years ago in  1 Potential for future consideration
Currently when searching for an invoice or deposit in the "Search Images and Transaction" page, there is a search option by GL Account but there is no option to take the search criteria further to the Level/Division.
about 3 years ago in  0 Under Consideration
Column heading/GL amounts alignment. Utilizing the entire amount of the page. Numbers wrapping. Suppress GL coding. Redundant columns names. Underlines.
over 6 years ago in  1 Already exists
There should be a way to create/download a formal remittance advice for payments instead of relying on the email ACH notifications. When there are multiple invoices included in one payment, the ACH notification does not include the details of all ...
over 1 year ago in  0 Potential for future consideration
Add an option to switch view and menus to DF legacy (keys/commands vs. Mouse & Ribbon).
over 1 year ago in  0 Potential for future consideration
We need to mask recipient's tax ID's on their Copies. Legacy has option to only show last 4 digits. Amy Beason from 10029 Dunn, Pariser, & Peyrot brought this up as clients complained their whole SSN number appears through the opening of the m...
almost 5 years ago in  0 Under Consideration