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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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5 days ago in  0 Under Consideration
When the virtual check shows a truncated version of what was input, the user feels like the information will be missing on the physical check. This causes a slow down as the physical check then needs to be inspected to make sure the necessary deta...
3 months ago in  0 Potential for future consideration
Add in the ability to train to ignore transactions in auto bank rec. This would particularly be incredibly useful for sweep accounts.
10 days ago in  0 Under Consideration
132 VOTE
Staring at a white background screen for 8 hours straight borders on inhumane. Datafaction defaults to a dark background for a reason.
almost 2 years ago in  8 Under Consideration
When a report (Trial Balance, Ledger Report, etc) is produced in PDF or Excel, the client ID should be automatically included in the filename. It currently includes only the current date and some seemingly random numbers.
4 months ago in  0 Under Consideration
The new auto sign out happens too quickly. Is there a way to have it not kick in so fast or turn it off? Also if you have multiple tabs open you have to go to each one to stay signed in. It's very frustrating as I often have multiple Agillink tabs...
2 months ago in  1 Potential for future consideration
When approving a Wire/ACH, it would be helpful to see who gets Email notifications. There are times when emails change, but they may not have been changed in the vendor. Right now, the only way to see who gets the notification is to go back into t...
8 days ago in  0 Potential for future consideration
QBO has a section of the vendor profile screen to upload a W9. Would be helpful in AGL to upload additional information to a vendor's profile screen, rather than relating extra documents to a single invoice. Not exclusive to ACH Authorization form...
7 months ago in  2 Under Consideration
The Detailed Vendor Report shows the GL coding, but not the GL Descriptions. This would save time from having to go into each invoice and copy this information when requested. If a new output choice could be added to Vendor Reporting, this would g...
10 months ago in  1 Under Consideration
Once transactions are fully approved (wires and ACH's), there should be no need to do the extra step of releasing them. This is extra work. Full approval means it is good to go.
12 months ago in  0 Potential for future consideration