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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...
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 1856 of 1856
This would be helpful when working on 1099's so you can quickly spot if a vendor's legal status is missing and know if your AP team has not checked a vendor's W9 and need to request, without having to search through a whole vendor listing manually...
18 days ago in  0 Potential for future consideration
165 VOTE
Staring at a white background screen for 8 hours straight borders on inhumane. Datafaction defaults to a dark background for a reason.
over 2 years ago in  12 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...
about 1 year ago in  2 Under Consideration
User would like the search for keywords to look in a smaller pool of items. A user noticed that when searching “city” in Recurring Invoice Templates, it gives a huge amount of results. They did more testing, and using “city national bank” or any o...
5 months ago in  0 Potential for future consideration
Under Invoice History, when drilled down on a vendor there is an Invoice Date and Due Date column but no Payment Date. It would be nice to have a Payment Date column for users that like to use this method to view invoice history so they do not hav...
3 months ago in  1 Potential for future consideration
Provide an option to run the Commissions Report for a specific bank account. Currently, when running a Commissions Report it grabs data from all bank accounts within the Client.
5 months ago in  1 Potential for future consideration
I would like to see the MX banks appear in the Bank Account Listing report that is part of the Administrative Reporting. Currently it just includes CNB and Comerica accounts.
8 days ago in  0 Potential for future consideration
I think when running a deposit report, there should be an optional setting to show if any commissions were made for the deposits. Perhaps a couple columns showing if the deposit had commissions and the Invoice#/Memo. This would be extremely helpfu...
7 months ago in  0 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.
10 months ago in  0 Potential for future consideration
Please add more fonts, sizes and ability to input html code. Our firm uses old external Word templates and I cannot recreate them in Agilink template due to these limitations. It would be helpful to be able to utilize this template fully and integ...
11 days ago in  0 Potential for future consideration