Pinned ideas

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 1808 of 1808

1 VOTE

General Ledger - Running codes with and without levels.

We are attempting to run two GL ranges in AgilLink via a General Ledger. One set of codes are in the assets (where we did not utilize levels), where the other set is on the Income Statement (where we did utilize levels). We currently cannot run a ...

over 1 year ago in 0 Potential for future consideration

4 VOTE

Invoices with an approval status of HOLD should only be UNHELD by the user who placed the hold

As an approver, sometimes I want to research an item that is pending my approval. There are usually multiple optional approvers, so I like to place a HOLD on a item while I research it. While it's on hold, nobody should be able to remove the hold ...

over 6 years ago in 0 Removed

1 VOTE

Default end date of reports

When a user selects a start period for running a ledger report the system should automatically populate an end date of 1 period since the user would need to visit that field anyways to change the date. That way if the user only needs to run the re...

over 1 year ago in 0 Potential for future consideration

1 VOTE

Option to exclude vendor account # from check printing

Can we have the option to exclude vendor account # information from printing on the check?

over 1 year ago in 0 Potential for future consideration

1 VOTE

Customize inbox fields

There are many fields we don't need to see in the inboxes and some we need to see that aren't there. Can we have the ability to customize what we see? Or can we have the option to Expand the invoice to see the description similar to Legacy?

over 1 year ago in 0 Potential for future consideration

1 VOTE

Disable pop up screen saying there are "pending invoices" for vendor

When entering multiple invoices for a vendor, a pop up box appears letting us know there are pending invoices. Can this be disabled?

over 1 year ago in 0 Potential for future consideration

2 VOTE

accounting basis on financial statement

I cant find an option to reflect the basis of accounting (cash or accrual) on the financial statements that we are issuing.

over 3 years ago in 2 Already exists

2 VOTE

Allow whole dollar option for Total Column on Horizontal Level report

When generating the Horizontal Level report the level columns can be set to report with whole dollars, however, when the Include Total Column box is selected the Total Column defaults to include decimal and pennies and there is no way to adjust to...

over 3 years ago in 0 Under Consideration

4 VOTE

Filter by user in To Approve Inbox, and To Enter inbox.

I would like to filter by user in the "To Enter" inbox, which would show me the documents that were uploaded by a particular user. Sometimes I have multiple people scanning & uploading documents for me, and I need to know who uploaded what. ...

almost 7 years ago in 0 Potential for future consideration

1 VOTE

To Pay Exceptions Should be available at all times and update if the file has arrived or not.

The To Pay Exceptions inbox should always be available. When a user clicks on it, it should let users know if the positive pay file has arrived or not. In business suite, when you clicked on positive pay decisions, it would let users know if the f...

over 1 year ago in 0 Potential for future consideration

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