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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 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 1771 of 1771
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...
about 2 months ago in  0 Potential for future consideration
125 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
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...
6 months ago in  2 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...
20 days ago in  0 Potential for future 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...
9 months ago in  1 Under Consideration
Having the ability to create levels and vendors on the fly for journals and intercompany journals would save a ton of time. Currently users need to open up a second tab to create either and then go back into the transaction. Users can currently se...
22 days ago in  0 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.
10 months ago in  0 Potential for future consideration
Many times I copy and paste client emails to insert as notes on invoices. AgilLink doesn't allow me to keep the email format making the note very messy and ineligible
almost 2 years ago in  0 Under Consideration
No description provided
30 days ago in  0 Under Consideration
Add a sort/filter option in the approval inbox to only see only high priority invoices. This way, partners/persons who need to approve all high priorities ASAP can see them all at one for all clients/groups/specific clients, without seeing any non...
4 months ago in  0 Potential for future consideration