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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.
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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If an email address (user, vendor, or otherwise) is typed incorrectly, it will result in users thinking they are sending emails or notifications, but the recipient never receives them. This causes confusion and he said/she said, when it is discove...
over 6 years ago in  0 Potential for future consideration
Users would like to be able to override workflow and have a Laser signature print on the check
over 6 years ago in  1 Potential for future consideration
Users who are Optional on many different workflows would like to be able to hide items to reduce the size of their inbox
over 6 years ago in  1 Potential for future consideration
There should be a SWIFT code and IBAN fields in the bank definition. This would allow Datafaction clients who have foreign bank accounts for their clients to place SWIFT codes and IBANs in the bank definition for when they need it. Currently there...
over 6 years ago in  0 Potential for future consideration
Currently, when I create a new image category (System Admin > Manage Categories) and select a Data Type other than "String", I still have the option to pick "List" from Field Type, but then I receive an error that I actually can't pick "List". ...
over 6 years ago in  0 Potential for future consideration
If I am setting up an investment bank account in AgilLink, I don't have an routing number or a last check number. These should not be required fields, so I don't have to input fake data to submit the screen.
over 6 years ago in  0 Potential for future consideration
Helps customers sort through their report for a specific period
over 6 years ago in  0 Potential for future consideration
Create a webinar or tutorial with differences between DFX and AgilLink
over 6 years ago in  0 Potential for future consideration
This feedback came from Daniel at site 10052. He doesn't want to download the template.
over 6 years ago in  0 Potential for future consideration
This feedback came from Andrea at site 10053 (AgilLink). If books are closed to June 2018 and you are pulling Sept statement, you have to select future date. Even though it's not really a future date. Why not just have the option to enter date. S...
over 6 years ago in  0 Potential for future consideration